Updating client portal for new insurance
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I have a client who was previously self pay but now needs to add insurance info to her profile so that it can be billed. Is there any way for her to do that herself on her Client Portal? I am having trouble figuring out how to direct her to that. 

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    Ruth

    Hi Amy,

    In order for your client to fill out their insurance information, you'll need to resend the Demographics Information Form to them. Before you do that, go to the client's file > Edit > Billing and Insurance, select the radio button to indicate the client is Insurance Pay, then scroll down to the Insurance Information section and click the trash icon next to the insurance fields. Even if there's nothing entered in these form field, you'll want to click the trash icon to delete the fields from appearing and only the +Insurance Info button appears here. Now go to the client's Overview page, click the Share button to the top right, select the Demographics Information Form and instruct them to fill out their Insurance Information in the email notification. Any previously entered information will auto-populate and remain in the corresponding fields, but now they can also add their insurance information. 

    If you've already sent this form and the client hadn't filled it out yet, you'll need to delete the previous version sent before sharing it again. Go to the client's Overview page > SHARED WITH CLIENT box to the bottom right, click on the X next to the Demographic Information Form the client didn't complete. 

    Let me know if there's anything else you need help with! 

    Hi Amy,

    In order for your client to fill out their insurance information, you'll need to resend the Demographics Information Form to them. Before you do that, go to the client's file > Edit > Billing and Insurance, select the radio button to indicate the client is Insurance Pay, then scroll down to the Insurance Information section and click the trash icon next to the insurance fields. Even if there's nothing entered in these form field, you'll want to click the trash icon to delete the fields from appearing and only the +Insurance Info button appears here. Now go to the client's Overview page, click the Share button to the top right, select the Demographics Information Form and instruct them to fill out their Insurance Information in the email notification. Any previously entered information will auto-populate and remain in the corresponding fields, but now they can also add their insurance information. 

    If you've already sent this form and the client hadn't filled it out yet, you'll need to delete the previous version sent before sharing it again. Go to the client's Overview page > SHARED WITH CLIENT box to the bottom right, click on the X next to the Demographic Information Form the client didn't complete. 

    Let me know if there's anything else you need help with!