Changing a client’s insurance company

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If your client changes insurance companies do not delete the old insurance company from the client's record.

Instead, you want to add the additional insurance company by going to the client's Edit Info page and clicking on the Billing and Insurance tab.

Then click the +Insurance link in the Insurance section of the page.

 

In the fields that open, enter all of the new insurance information.

For the new Insurance Type set it to Primary if it is the client's new primary insurance. Set it to Secondary if it is a new Secondary insurance plan for the client.

 

Make sure that the old insurance plan type is switched to Other.

Be sure to click Save and you're all set. The client's new and previous insurance information will be stored.

Now you'll have the option to apply an insurance payment to this client's account from any of the insurance companies you have on record.

 

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