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 clients name
- Scroll down near the bottom and find the section titled Primary Insurance
- Click the blue button shown below:
- From there, a popup loads giving you front and back photo options.
- You can opt to either use your camera or upload an image for both the front and back of the insurance card.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5dc5afc004286364bc9187a9/images/636292977a6ea671e2400788/file-pD2Z8WAuui.png)
From the above photo, click on the blue "camera" icon:
Which will then reveal your options:
upload Upload a Photo
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 to the far right of them, allowing different controls explained below:
search For a larger view of the card
photo_camera Replace with a new insurance card
This deletes the current card on file and replaces it with whatever you upload:
delete Delete insurance card uploaded
This permanently removes the existing insurance ID card on file
Uploading an Insurance Card: No Insurance entered
At the top left you'll see the button:
From there, a popup loads giving you front and back photo options. Use your built in device camera to "scan" what you need from each card.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5dc5afc004286364bc9187a9/images/636292977a6ea671e2400788/file-pD2Z8WAuui.png)
From the above photo, click on the blue "camera" icon:
Which will then reveal your options:
upload Upload a Photo
Once uploaded and saved, you'll now see the card shown at the top:
Enter the remaining insurance details for that client and click the blue Save button (top right):
Enter the remaining insurance details for that client and click the blue button (top right):
Viewing the client's Primary Insurance section once updated will show you those details, including the uploaded card: