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
- Insurance Tab (Client Profile)
- Insurance Claim Settings
- Insurance: Primary & Secondary
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:
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: