How do I submit claims for an insured person who is not the patient/client?

To submit an insurance claim when the insured person is not the patient/client, you must specify the relationship between them and enter all the information related to the insured. Here's how.

  1. You can use the ''Shortcuts'' menu by selecting the chart and clicking on ''View billing'' from the ''Go to'' dropdown. 

Or...


1. Go to the chart's "Billing" section, and toggle to "Insurance Info."

2. The patient's/client's info should be pre-filled.

3. Select the appropriate choice under "Patient relationship to insured," and enter the insured's first and last name below.

4. Scroll down to click on "Save."

If you have any questions, please contact us.

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