Insurance Management
ConceptOverview
Insurance management means keeping accurate payer and member information on the client record so scheduling and billing teams can work from a shared source of truth.
When is it used?
- During client intake
- When coverage changes
- Before billing claims or statements (clinic-dependent)
Best practices
- Verify member ID spelling carefully.
- Mark the correct plan as primary.
- Record effective dates when known.
- Update records promptly when clients report changes.
Screenshot placeholderInsurance management list on a client recordAdd image under docs/public/images/
::: note Claim submission details may live in Billing modules. Confirm which screens your clinic uses before documenting advanced claim steps. :::
Related concepts
- Primary Insurance
- Client Profile
- Billing