Manage Financial Details in Patient Portal

You can save time at your appointments by adding your insurance information to your profile.

You can edit personal details directly from your profile or from the Get Ready page when you are completing pre-visit tasks for an appointment.

Note:

• Some details cannot be edited. Contact your provider's office or care team if you need to make updates to any read-only information.

• See Get Ready for Your Visit Using Patient Portal for information about updating this information when you are getting ready for an appointment.

To add or edit your insurance information:

1. From the navigation menu, select Settings. The Settings menu is displayed.
2. From the Settings menu, select Financial.
3. Review your current guarantor information in the Guarantor section. Your guarantor is the party who is responsible for costs not covered by insurance.
4. To add or edit the guarantor, contact your provider's office.
5. Review your current insurance information (if available) in the Insurance section. Select the insurance to view its details:
   • Subscriber
   • Insurance carrier
   • Insurance plan
   • Member ID
   • Group number
6. To add an insurance plan, select Add Insurance and enter the insurance carrier's details. To edit or remove insurance details, contact your provider's office.
7. Select the policy holder.
8. Select the insurance carrier from a drop-down list. After selecting an entry.
9. Select the plan name.
10. Enter the member ID and group number.
11. When you are done adding or updating insurance, select Save.