Client Portal: My Insurance
Ready to set up insurance for therapy appointment payments? The client portal insurance feature makes defining preferred health insurance options easy.
Clicking this option from the portal left-hand menu brings up two directions: No Insurance or I Have Insurance.
If handling therapy sessions by self-pay, the No Insurance selection allows the user to be marked as private pay and create an additional message to connect with this type of payment for your Provider's office.
**NOTE: When selecting 'No Insurance', this is a permanent selection. Contact your Provider's office if changing payment/insurance options.
I Have Insurance
Setting up health insurance is easy when selecting the I Have Insurance option. Managing Insurance information includes Insurance Policy, Insured's Information, and Referral Information.