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. 

‍

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.

Note: 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.

‍

Note: 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 an existing client's information is missing required fields, the user will need to update the existing clients profile then add said client. Existing clients' auto-filled information can only be updated from within their client profile page.