Uploading an Insurance Card / ID

Uploading an insurance card is a handy feature for both staff and when clients are registering.

More information about self registration here: Client Self Registration

In this Article:

Uploading Insurance Card: Insurance Already Entered

To add an insurance card, navigate to the following:

  • Clients (left menu)
  • Click on the name of the client
  • Scroll to the Primary Insurance section (near the bottom)
  • Under the middle section Policy click the button:


  • From there, a popup loads giving you front and back photo options.
  • Clicking the camera icon, you can use either:
    • Your camera
    • Or upload an image for both the front and back of the insurance card
Note: Both the front and back photos are optional.


Note: You will likely also see a popup, asking for permission to use your camera. Press allow in order to use your computer's camera. If uploading a photo, this is not necessary:

From the above photo, click the camera icon photo_camera for either side, which will reveal your options: 

  • photo_camera Use Camera
  • upload Upload a Photo
  • Once uploaded, to retake or reselect your photo, click
  • When finished, click (bottom right)

Once uploaded and saved, you'll now see the card in the Primary Insurance section of their profile shown:


Each insurance card on file has icons on the right, allowing different controls explained below:

pan_zoom For a larger view of the card


delete Delete insurance card uploaded

This permanently removes the existing insurance ID card on file

Uploading an Insurance Card: No Insurance entered

Note: If there is no insurance entered, click (top right of section):


At the top left you'll see the button:


  • From there, a popup loads giving you front and back photo options.
  • Clicking the camera icon, you can use either:
    • Your camera
    • Or upload an image for both the front and back of the insurance card
Note: Both the front and back photos are optional.

  • From the above photo, click the camera icon photo_camera for either side to upload a photo of the insurance ID
  • Once uploaded, to retake or reselect your photo, click
  • When finished, click (bottom right)

Once uploaded and saved, you'll now see the card:

  • At the top of the primary insurance editor
  • In the Primary Insurance section of their profile


Enter the remaining insurance details for that client and click button (top right):

Viewing the client's Primary Insurance section once updated will show you those details, including the uploaded card: