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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.
My Insurance
Clicking this option from the portal left-hand menu brings up two directions:
No Insurance or
I Have Insurance.
No 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.
