How do I modify Client Insurance?

Adding or modifying client insurance is an easy task, read on to learn more!

Add or Modify Client Insurance Details

To add or edit a client's specific insurance settings, go to:

Clients (left menu)
Click on the name of the client
Near the bottom find the section Primary Insurance

You'll be presented with the below screen if insurance is already entered:

⚠️ Note: Insurance not entered? No sweat! Just add it with the button!

From left to right we have:

Insurer

Here we list the practice insurance company selected for this client.

⚠️ Warning: This is a shortcut to manage the practice insurance. Clicking the gear icon will edit the group wide insurance settings.

Policy

Here we list the insurance policy details for this specific client.
This includes things like the specific insurance company, subscriber ID, plan name, group, start/end date, and other details.
At the bottom you can view/edit/delete the insurance ID on file
To edit, click the top right square/pencil icon (right icon)
To view policy notes and referring physician details, click the magnifying icon (left icon)

Insured

Here we list the insured details, like name, relationship to insured, DOB, etc.
To edit, click the top right square/pencil icon:

Benefits Confirmations

Here we list the details of the clients benefits.

This includes things like copayment amount, deductible amount, etc.

To add benefits, click the button
To the right are the menu options:
- To view the notes, click the magnifying glass icon
- To edit or view details, click the square/pencil icon
- To delete, click the red trashcan icon

Pre-Authorizations

Here we list the details of insurance preauthorizations.

This includes things like CPT codes and visits used vs. allowed. If using visit counts, this is automatically increased when a client is seen for an appointment.

To add a preauthorization, click the button
To the right are the menu options:
- To view the notes, click the magnifying glass icon
- To edit or view details, click the square/pencil icon
- To delete, click the red trashcan icon

Related: Changing Insurance Policies for Clients (and still retain the old insurance policy)