Please note that due to the circumstances around COVID-19, we are seeing a significant increase in the number of help requests to our Customer Success group and we're working to respond as quickly as possible. We do strongly encourage you to take advantage of all the free resources we have available. Thank you for your patience and understanding. 


Uploading a client's insurance card

To keep a record of your client's insurance card, you can upload it to the client's file. Here's how:

  1. Go to the client's overview page.
  2. Click edit client info > Billing and Insurance.
  3. Scroll down to the client's insurance information.
    • If you haven't added insurance information for the client, click on the +Insurance button to add the client's insurance information.
  4. At the bottom of the insurance information section, you will see a box that says Front of Insurance Card with a blue document icon. Click on browse to upload a copy of the Insurance Card or drag the file to this box, as shown below.

You can upload the front of a client's insurance card in their insurance information section Note: You can upload either JPEG or PDF files.

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