Claims: Managing Insurance Plans

There are currently a couple of ways to add an insurance plan for a client.

Existing Clients

Navigate to the client-specific insurance view and select New Plan.

Manage Payers is only available to Business(Team) owners.

The form requires the following details:

New Client Setup

Insurance details can be captured during the a client creation process.

Multiple plans (Primary and Secondary) can be added as well.

Client Lead Forms (Self-Service)

If an Insurance Field is included in a Lead Form, clients can submit their own coverage details during intake. (See Customize Leads Form - Insurance)

Being the primary policyholder will mark the Primary Subscriber as Self.

Subscriber Relationships

The Primary Subscriber field determines if the client is the policyholder.

  • Self: The client is the policyholder. No additional subscriber data is required.

  • Other (Contacts): If selected, they will be the insured

In the lead form, if the Client lists someone else as the policyholder, that individual is linked to the Insurance record as the Primary Subscriber.

If that person is not already in the system, a new contact record with the specified relationship, is created for them automatically.

Permissions & Access

  • Owners and Contributors can view, add, and manage insurance plans and verifications for all clients across the entire business.
  • Participants: Have view only access to clients insurance plans for to whom they are specifically assigned as a provider only.
    • However, participants assigned with "Edit & Share" access to a client can also add insurance plans and verifications.