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

In this Article:

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:

At the top, the primary policy:


Beneath that are:

  • Benefits Confirmations
  • Pre-Authorizations
  • And any expired primary policies:


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

If a client does not have insurance:

Click (top right of section):


If a client has insurance:

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


To view any policy notes:

Click the pencil edit or manage_search next to policy


To add an insurance card:


To add a benefits confirmation:

Click the top right + in the section


To add a pre-authorization:

Click the top right + in the section


For either benefits confirmation or authorization:

  • If you've already entered details, it will look like below
  • Click manage_search to view the notes
  • Click delete to permanently delete
  • Click edit to edit (or view) the details


To edit automatic claim creation settings (per provider):

  • Click (top right of section)
  • Then toggle on/off any provider, and click when finished

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 View offers the option to gain access to related details associated to client-specific claims.

Insurance Claim Settings

Here you can edit Private Pay as well as Automatic Claim Creation:

Insurance: Primary & Secondary

Client-specific insurance information, including Primary and Secondary details, can be viewed and updated here.

Primary Insurance

Information visible for Primary Insurance can be found below:

Secondary Insurance

Here you can add or edit Secondary Insurance for the client:

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