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 on the client's name
  • Scroll to the bottom and find the Primary Insurance section
  • To the right of Policy at the top middle, click Edit: edit_square


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


Adding a New Policy

  • 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.
  • Then click (top right)
  • Once completed, click on client profile Billing (top tab)
  • Click on the DOS or Description
  • Click on 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:


  • Click on Claim (top tab)
  • Then click (top right) shown below
  • On the dropdown, click
  • On the new pop up click

  • Review the claim to make sure the insurance updated
  • Click when done (top right)