How to Add Client Insurance

Please note: Adding insurance is role/access based.
Your role must allow you to edit a client’s profile. If you do not have access, please reach out to your Super Admin.

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Steps to Add Client Insurance

1. Go to the Client Profile

2. Select the Insurance tab

3. Click Add New Insurance

You’ll see the following fields and options:

• Insurance Payer (select from the dropdown)

• Policy Number

• Start Date and End Date of coverage

• Checkboxes to indicate:

  • ✅ If the insurance is Primary

  • ✅ If the Insured is someone other than the client

  • ✅ If the client has a Co-Pay

Click Add Insurance to save.

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After Adding Insurance

Once saved, the insurance details will display in the client profile. From here, you can:

• View or edit existing insurance entries

• Update or remove outdated information

• Note if the client is self-pay by selecting the appropriate option

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