Can there be a way for clients to upload pictures of the front and back of their health insurance cards added to the intake paperwork? It would be most helpful if they could do that as part of the inital set up.
Progress update: you can now collect insurance details through intake. Use the ready-made insurance intake form template.
Clients fill it out in the Client Portal, and their policy details are saved to their client file automatically.
Card photo uploads aren’t part of this yet, and we’ll update this post when they are.
Kenneth Tombley
•
Sep 5
Billing clerks often need this information to solve problems. Clinicians are not billing clerks and they often forget to “get the copy”
Kelley Johnson
•
Aug 12
This is a crucial piece for the packet- then to have the system upload to their file.
Damon Dodge
•
Jul 19
Agree on the ID upload as well!
Maliekalanikilaokapuanahenahe Carvalho
•
Jun 22
I’m running a completely virtual practice. I will need my clients to be able to upload their insurance cards and picture ID’s themselves so I can verify their insurance.
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Comments5
Upheal Moderator
Oct 22
Progress update: you can now collect insurance details through intake. Use the ready-made insurance intake form template.
Clients fill it out in the Client Portal, and their policy details are saved to their client file automatically.
Card photo uploads aren’t part of this yet, and we’ll update this post when they are.
Kenneth Tombley
Sep 5
Billing clerks often need this information to solve problems. Clinicians are not billing clerks and they often forget to “get the copy”
Kelley Johnson
Aug 12
This is a crucial piece for the packet- then to have the system upload to their file.
Damon Dodge
Jul 19
Agree on the ID upload as well!
Maliekalanikilaokapuanahenahe Carvalho
Jun 22
I’m running a completely virtual practice. I will need my clients to be able to upload their insurance cards and picture ID’s themselves so I can verify their insurance.