How to Add Insurance

Procedure

Overview

Add insurance details to a client record so scheduling and billing workflows can reference coverage information.

Before you start

The client record already exists
You have the insurance card or coverage details
You know whether this plan is primary or secondary

What is Primary Insurance?

Concept

Primary insurance is the plan billed first. Secondary insurance, when present, may be billed afterward according to your clinic’s billing process.

Steps

1. Open the client profile

Find and open the client (example: Jordan Lee).

Screenshot placeholderClient search results showing Jordan LeeAdd image under docs/public/images/

Client search results showing Jordan Lee

2. Open Insurance

Select the Insurance section or tab.

Screenshot placeholderInsurance section on the client profileAdd image under docs/public/images/

Insurance section on the client profile

3. Add a new insurance record

Select Add Insurance and enter:

Payer / plan name
Member ID
Group number (if applicable)
Effective dates (if available)
Primary vs secondary designation

Screenshot placeholderAdd Insurance form fieldsAdd image under docs/public/images/

Add Insurance form fields

4. Save and verify

Select Save.
Confirm the plan appears on the profile.
Verify the primary designation is correct.

TIP

For broader insurance concepts, see Insurance Management.

How to Add Insurance ​

Overview ​

Before you start ​

What is Primary Insurance? ​

Steps ​

1. Open the client profile ​

2. Open Insurance ​

3. Add a new insurance record ​

4. Save and verify ​

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