Can clients update their own insurance information?

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Matthew Singer

• December 24, 2020 00:58

A client put incorrect insurance information on the portal and wants to edit herself. I've enabled access but she can't change insurance information. 

Also, another client wants to upload photos of insurance cards but neither of us see a place for her to do that. 

Please advise on both, thanks!

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  Gillian

  • December 24, 2020 16:51

  Hi Matthew, I'd be happy to help. Once a client has insurance information entered, they cannot update the insurance information on their end. However, they can upload their insurance card for you to update the insurance information on your end manually. To enable Client Document Upload, visit Settings > Client Portal and toggle Client Document Upload on. Then, clients will be able to upload images and documents for you under the Documents tab of the Client Portal. Let me know if you have any questions about this - we're here to help. 

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  Matthew Singer

  • December 24, 2020 19:02

  Thank you for the response. About editing the insurance info, I understand. About the upload, that’s where I am experiencing problems. I did just the thing that you described, enabling upload in settings but clients are still not seeing a way to upload documents. I tried it myself by creating a fake client and I also am not given an area on the screen to upload documents in the “documents“ section. Does it take 24 hours or something after I have enabled document upload or something else?

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  Ruth

  • December 28, 2020 23:09

  Hi Matthew, once your client has logged into their Client Portal they'll want to click on the Documents tab. Then they'll scroll to the bottom of the page to the My Uploads box and drop documents in, or click the Upload Files link to browse before picking a document. 

  

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