Search all docs

Front Office Workflows

Last updated:

Aug 8, 2025

Update Insurance Info

Patient Communication

Front Office Workflows

Keep your insurance information up-to-date to ensure smooth billing and claims processing.

https://www.loom.com/share/089089b4ba9442e5b05fbb1cf2d35ec9

How to Update Your Insurance

  1. Log in to your Patient Portal account

  2. Open the Manage Forms section

  3. From here, you may Edit existing insurance information, or click/tap the “+” icon to add insurance

  4. Fill in the required information:

    • Insurance provider name

    • Member ID/Policy number

    • Group number (if applicable)

    • Policyholder information (if different from patient)

    • Coverage dates

  5. Review the information for accuracy

  6. Submit your changes

Your updated insurance information will be reviewed by clinic staff, and you may be contacted if additional information is needed.

Table of Contents

Search all docs

Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Aug 8, 2025

Update Insurance Info

Patient Communication

Front Office Workflows

Keep your insurance information up-to-date to ensure smooth billing and claims processing.

https://www.loom.com/share/089089b4ba9442e5b05fbb1cf2d35ec9

How to Update Your Insurance

  1. Log in to your Patient Portal account

  2. Open the Manage Forms section

  3. From here, you may Edit existing insurance information, or click/tap the “+” icon to add insurance

  4. Fill in the required information:

    • Insurance provider name

    • Member ID/Policy number

    • Group number (if applicable)

    • Policyholder information (if different from patient)

    • Coverage dates

  5. Review the information for accuracy

  6. Submit your changes

Your updated insurance information will be reviewed by clinic staff, and you may be contacted if additional information is needed.

Last updated:

Aug 8, 2025

Update Insurance Info

Patient Communication

Front Office Workflows

Keep your insurance information up-to-date to ensure smooth billing and claims processing.

https://www.loom.com/share/089089b4ba9442e5b05fbb1cf2d35ec9

How to Update Your Insurance

  1. Log in to your Patient Portal account

  2. Open the Manage Forms section

  3. From here, you may Edit existing insurance information, or click/tap the “+” icon to add insurance

  4. Fill in the required information:

    • Insurance provider name

    • Member ID/Policy number

    • Group number (if applicable)

    • Policyholder information (if different from patient)

    • Coverage dates

  5. Review the information for accuracy

  6. Submit your changes

Your updated insurance information will be reviewed by clinic staff, and you may be contacted if additional information is needed.