Providers can enter the client’s insurance information directly from the client’s profile. This will be the payer information that will be tracked across different prcesses at your practice.

In this support guide we'll walk you through the process of managing insurance policies when the client is not the policyholder. This will facilitate accurate and efficient claim auto-filling of the insurance information. 

Navigate to the client's profile from Client iQ or from the search bar at the top right.

From the client's profile select the pencil icon to acess to the client's profile settings. Then navigate to the Financial & Insurance Info tab.

From the Client Profile, locate the Financial and Insurance Info tab.

Complete the insurance information in the fields shown below.

When selecting the relationship to insured, if anything other than “Self” is selected, you will see additional fields appear.

Upon selecting an option other than 'Self' in the 'Relationship to Insured' field, a checkbox labeled 'Autofill Info from Existing Client' will appear. Select this box if the policy holder is an existing client. 

If the Policy Holder is an existing client, you will be prompted to type the existing client's name. A new section called 'Policy Holder’s Info' will be visible. This information will auto-fill with your existing client's information. 

When an existing client is selected, all the fields underneath ‘Policy Holder’s Info' will auto-populate from matching fields on that client profile in a read-only format.

Note: Information auto-filled below will update if any changes are made to the policy holder’s client profile.

If the ‘Relationship to Insured' is not an existing client, you will be able to manually enter information into the ‘Policy Holder’s Info' section.

The information entered into the policy holder fields will auto-populate information into corresponding claim boxes 4, 7, and 7A on the insurance claim form.

Important: If an update is made to the information entered in the Policy Holder’s Info section (autofill or manual), claims that have already been generated will NOT update.

‍Note: If required fields are missing from the existing client’s information, the user must first update the client’s profile before adding them. Please note that auto-filled information for existing clients can only be updated directly within their profile page.