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Update client's insurance from EAP to regular insurance




  • Jeremiah

    Hi Linda,

    Yes, you can absolutely go back and update this information, and I would be happy to walk you through how to do so.

    First, you will need to delete any invoices, statements or superbills associated with these sessions. Instructions on how to do this can be found here: Deleting a client’s invoice.

    Then go to the client's Overview page, and select the Billing tab. If you hover your mouse over an appointment, you will see an option to Edit appear. Clicking the edit button will allow you to change the appointment type from EAP to insurance, and enter the appropriate fees.

    More detailed information on how to do this can be found here: Appointment level billing changes.

    Please let me know if you have any additional questions or if there's anything else I can help with.

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  • Jada Elliott
    1. can client update their insurance with temp. portal access
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  • Ayelette

    Hi Jada,

    Our Demographic Information form includes questions about a client's insurance. You can send, or re-send, this form to your client so they can enter new information about their insurance and this information will auto-populate into their account.

    Note that the client can leave all the other questions on the Demographic form blank if no other information needs to be updated.

    For information on sending, and re-sending, intake documentation to clients, feel free to check out this Help Center guide: Sending intake forms and documents to clients.

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