Updating Insurance On Claims

Do you need to update your client's Insurance information on a Claim?

Has it already been submitted?

Read on to find out how to do this!


In this Article:

End Policy Coverage Date

To do this you'd go to:

  • Clients (left menu)
  • Click the client name
  • Scroll to the bottom and find the Primary Insurance section
  • To the right of Policy (middle) or Insured (right), click Edit: edit


  • Then enter an End Date for the current policy (if you need to add a new insurance policy)
    • Click in the date field to manually type the date
    • Or click the calendar icon event for a date picker
  • Example below:


  • When finished click (top right)
  • Once saved you'll now notice the warning Coverage Date expiration alert under Policy:

Adding a New Policy

  • From the same Primary Insurance section, click and enter the new insurance policy information


  • Enter all the information, including a start date for this policy
info Note: The start date must be before the first date of service you want to bill.
  • When complete click (top right)
  • Back on the profile now, click on Billing (top tab)
  • Click on the DOS or Description
  • Find the section Appointment Charges & Details (bottom left)
  • Click the Description of the CPT Code (highlighted below):


  • Find the bottom section Claim and Superbill Information
  • Click on the Primary Insurance dropdown & choose the new insurance policy
  • Click (bottom right) when finished:


  • After saving, click on Claim (top tab)
  • Then click (top right) shown below
  • On the pop up, enter any memo (optional) and click , then on the pop up click Ok


  • Review the claim for accuracy, paying special attention to the insurance updated
  • Click when done (top right)