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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