Client Profile: Insurance

Access to client insurance claims and insurance settings are viewable in two areas of the system:

The client profile, under the Primary Insurance section (near the bottom)
The client profile, clicking the Insurance tab on top

Client Profile

To view either primary or secondary insurance on file, locate the client profile by going to:

Clients (left menu)
Click on the clients name, bringing you to their profile
Scroll down and find the Primary Insurance section highlighted below:

⚠️ Note: Below Primary Insurance you will see Secondary Insurance as well as our Insurance eligibility checks feature.

If a client does not have insurance, click :

Client Insurance Options:

To make changes to the policy, click the edit button edit_square (top right) of the Policy or Insured section:

Most will not need this but to make changes to the insurance company itself (practice settings) click the gear button settings :

To view any notes (policy or benefits) click the magnifying glass icon manage_search
To add an insurance card, click
To add a Benefits Confirmation (copay, deductible, etc), click
To add a Pre-Authorization (CPT codes available, visits used vs. allowed), click
To delete any section if possible, click the trashcan button: delete
To edit automatic claim creation settings (per provider), click (top right)

Insurance Tab (Client Profile)

Within the client Profile there is a tab dedicated to insurance, shown below:

Open Insurance Claims

Open insurance claims are accessible from this section. Clicking offers the option to gain access to related details associated to client-specific claims.

Insurance claim settings are also viewable within the Claims section.