If a client has changes to their insurance information, how do I make those changes to their insurance information in Therabill?
To change the insurance information for a client, you simply have to edit the insurance card:
- Click Clients in the top navigation bar.
- Chose the client for whom you are making the change from the Client List and click on the edit icon (blue pencil).
- On the right side of the edit client form, you will see the Insurance Cards.
- Click the edit icon (pencil) for the insurance card you want to change.
- Make the appropriate changes and click the Apply Edits button.
- IMPORTANT: Click one of the Save buttons to save your changes.