From the Navigation Bar, select Client iQ. 

Search for and select a client from the roster.

In the client profile select the Pencil icon.

Navigate to the Financial & Insurance Info tab.

In the Insurance Info section, you can assign a specific Taxonomy code and a Practice Location from the dropdown.

In the Insurance Info section of a client's profile, you can enable or disable an insurance to manage its status while keeping the information available for historical reference or future reactivation.

• Enabled insurance: The insurance is active and can be used for claim generation.
• Disabled insurance: The insurance information remains in the client's profile for reference but is not used for claim generation.

When you enable or disable an insurance, the available options in the Payer Order field adjust based on the insurances currently enabled in the client's profile.

For example, if a client has three insurances listed, but only one is enabled, only the enabled insurance will be considered for claim generation. The two disabled insurances remain available for historical reference but will not be used to generate claims.

Enabling and disabling insurance methods helps ensure that only active insurance information is used for claim generation and billing.

You can upload the front and back images of the insurance card if available.

After uploading them here, these pictures will be available in the Client Files.

Enter the rest of the information.

NOTE: From the 'Select the Payer Order' drop-down field, you can select an option (Primary, Secondary, Tertiary) only once.

You can also add Start and End Dates for an insurance plan.

Please keep in mind that this is only for reference. The system will not automatically disable an insurance method when it reaches the end date.

If “Self” is not selected in the Relationship To Insured box, you’ll be prompted to complete the Holder’s information. Click here to learn how to fill in the Holder’s information.

Select + Add Additional Insurance button to add additional Insurance Providers to this client profile.

IMPORTANT: If the EPSDT checkbox is selected, box 24H will auto-select YES on the claim form. If EPSDT checkbox is not selected, box 24H will stay NO by default.

You can also manually enter the clients Coinsurance percentage, Copay, and Deductible amounts. However, these boxes will be autofilled after you run an insurance verification for the client, unless they are locked.

Add the Pre-authorized Services

NOTE: This information will pre-fill box 23 on the CMS-1500 claim form. Click here to learn more about pre-authorized services.

Once you're done adding the clients insurance information, select the Save Changes button at the bottom.

Clients can also add or update their insurance information through their portal by following these steps:

In their portal, they should navigate to My Profile, and then select Edit Profile.

Select Insurance Settings

Enter the insurance information, and select Save And Submit.

When the client updates their insurance information from the portal, this creates a new record in the client's timeline.