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Client insurance/demographic uploading

Feature Request

When adding new clients, I am required to ask them for their insurance info separately and then add it myself. This is clunky and time consuming. Other platforms simply send the client a form where they fill in their own insurance information and then it automatically populates in their profile so I’m ready to submit claims.

Posted by David Drustrup ·
Status: Completed3 comments

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Comments3

  • Upheal Moderator

    Team•

    Sep 30

    Thanks, @David Drustrup. This is live as of September 24, and it works the way you described.

    Add the ready-made insurance intake form to the forms you send new clients. They fill in their insurance details in the Client Portal, and the policy is saved to their client file automatically, ready for when you submit claims. No more collecting it separately and typing it in yourself.

    You also mentioned demographics. Which details would you like clients to fill in themselves? That helps us see what's still missing.

    • Lydia Fransen

      •

      Sep 30

      date of birth, legal sex (for insurance purposes)

      address and phone number

    • David Drustrup

      •

      Oct 1

      This looks great as it is! I didn’t see the demographics form, but I see it now. Looks like it has everything—thank you!!