Skip to main content

Adding insurance payments after client changes insurance plan




  • Sara

    Hi Michael,

    I have gone ahead and created a Help Request on your behalf so that someone from our Customer Success team can follow up with you to answer your questions about adding insurance payments.

    Comment actions Permalink
  • Emily Donahue

    I also have this issue - can you provide the solution to this forum? 

    Comment actions Permalink
  • Sara

    Hi Emily,

    Here is the solution to the problem that was initially posted in this thread:

    If the insurance payer is still listed in the client's Billing and Insurance page, you should still be able to add payments for that payer. However, if the payer has now been deleted from this page, this would cause you not to be able to add insurance payments from them for the client. 

    If this is the case, please re-add the old insurance information to the client's Billing and Insurance page. You can set the Insurance Type to Other since it's no longer an active insurance. We do recommend that you don't delete insurance information from clients' profiles and instead, change the Insurance Type to Other, to keep it for your records in case of situations like these.

    Comment actions Permalink

Post is closed for comments.