Collecting Insurance Information Through the Client Portal

You have a couple of options for collecting insurance information through the client portal.

Approach #1

First, on Account Settings > Portal make sure Client Uploads are enabled.
Once enabled, clients may upload a copy of the front and back of their insurance card through the client portal under My Uploads..


Uploads show up on Clients > [Client Name] > Files. The Files panel is on the right side of the screen. Uploaded files show up under Uploaded by the client.

Now, you may view the file uploaded and enter the insurance information.

Approach #2

Create a custom intake form under Forms & Documents > Intake. It may look something like the following but add whatever fields you need.
You may then assign this form through the client portal as part of the intake.

Both of these approaches will allow you to collect this information through the client portal.