How to add client insurance information

On the client's profile, go to the Client tab

Select +Add Insurance on the right-hand side of the page

Start typing the name of the client’s insurance and select it from the dropdown

Enter the Member ID from the client's insurance card

(Tip: Member ID may also be called Policy Number/ID or Subscriber Number/ID)

The client's Gender should reflect what the insurance company currently has on file

If you know the client’s co-pay, enter it; otherwise, leave it blank and check the client’s eligibility to obtain this information.
(Tip: co-pay information is often listed on the client’s card)

If the client is the policyholder, select Save Changes. If someone else is the policyholder, select the correct option and enter their First Name and Last Name

Click Save Changes