Add Insurance

You can save time at your appointments by adding your insurance information (up to three).

To add or edit your insurance information:

1. From the User (Switch Profile) menu, select Profile.
2. Scroll to the Financial section.
3. In the Insurance section, select Add Insurance to add an insurance carrier. (You can have up to three insurance carriers.) Alternatively, select Edit or Remove from the More Actions menu to edit or remove an existing insurance carrier.
4. Add or update the insurance carrier's details.
5. Optionally, scan your insurance card's bar code or take or upload a photo of your insurance card if no bar code is available or readable. Alternatively, select Enter Manually to manually enter the insurance information.
6. Enter any missing details as needed. (If the card's bar code was readable, the insurance information is filled in for you.)
7. When you are finished adding updating insurance, select Save.