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:

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

Here you can view, edit or delete primary insurance, here's an expanded view of a sample client with insurance:

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.

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: