Updating Insurance On Claims

info 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 within TherapyAppointment!

To do this, from the dashboard you'd go to:

  • Clients (left menu)
  • Click on the client's name
  • Scroll to the bottom and find the Primary Insurance section
  • Click the Edit icon: edit_square

  • Then enter an End Date for the current policy (if you need to add a new insurance policy)
  • Then click
  • Then click and enter the new insurance policy information

  • Enter a start date for this policy.
info Note: The start date must be before the first date of service you want to bill.
  • Then click
  • Once completed, click on Billing (top tab)
  • Click on the DOS (date of service)
  • Click on the Description of the CPT Code (highlighted below):

  • Scroll down to the primary insurance under Claim and Superbill Information, and choose the new insurance policy

  • Then click
  • Click on the Claim button on the top row of buttons
  • Click the on the top right, then click then click