To keep a record of your client's insurance card, you can upload it to the client's file. Here's how:
- Go to the client's overview page.
- Click edit client info > Billing and Insurance.
- 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.
- 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.
Note: You can upload either JPEG or PDF files.