Overview

This article explains how to add insurance information for a client. You can add primary, secondary, tertiary, or other types of insurance. A client’s active primary and secondary insurances appear in the summary bar, so you do not need to expand the Insurance panel to view them.

Step 1: Access the Account Tab

1. Open the client’s chart.

2. Click the Account tab at the top of the screen.
   

Step 2: Add Insurance

1. In the Insurance panel, click Add Insurance.

2. On the Add Insurance screen, choose the appropriate insurance type:

   • Primary: Add the client’s primary insurance.

   • Secondary: Add the client’s secondary insurance. This option is automatically selected if a primary insurance already exists.

   • Tertiary: Add the client’s tertiary insurance. This option is automatically selected if both primary and secondary insurances exist.

   • Other: Use this option to record insurance information that doesn’t fall into the primary, secondary, or tertiary categories.

3. Enter the insurance details:

   Insurance Details

   • Insurance Company: Start typing to view matching results from your practice’s payer list. Click a result to auto-fill the name and insurance type.

   • Insurance Type: Select the appropriate type for the insurance company.

   • Copay: Enter the copay amount.

   • Member ID/Policy Number: Enter the client’s policy number.

   • Start Date / Suspended Date / End Date: Enter the applicable dates.

   Insurance Company Contact Information

   • Insurance Phone: Enter the company’s phone number.

   • Payer ID: Enter the payer ID.

   • Eligibility ID: Enter the eligibility ID.

   • Street Address: Enter the company’s street address.

   • City: Enter the city.

   • State: Select the state.

   • ZIP Code: Enter the ZIP Code.

4. Click Next.
   

Step 3: Enter Primary Insured Details

1. By default, the client’s name appears as the insured. If the insured is someone else, create a new contact or select an existing one.

2. If the insured is different from the client, enter or update the following fields:

   • Legal First Name, Middle Name, Last Name

   • Legal Sex

   • Type and Relationship (from the dropdown)

   • Social Security Number (SSN)

   • Employer: Enter the name of the insured person's employer.

3. Click Save to record the information.

   • To go back and review or update information before saving, click Go back.
     

Step 4: View Active Insurance in the Header and Summary Bar

View Active Insurance in the Header

In the header section, hovering over the Insurance button displays the active primary and secondary insurance details, as shown below.

View Active Insurance in the Summary Bar

In the insurance summary bar, you can view the active primary and secondary insurance details, as shown below.

Step 5: Edit Insurance

1. In the Insurance panel, click the three-dot menu next to the insurance entry.

2. Click Edit.

3. Update the necessary information using the same form.

4. Click Save.
   

Step 6: Delete Insurance

Insurance entries cannot be deleted if they have been used for claim submissions.

1. In the Insurance panel, click the three-dot menu next to the insurance entry.

2. Click Delete Insurance.

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