Collecting Insurance Information from Clients

Adding an Insurance Policy Question using the Form Builder

You can collect health insurance information from your clients by adding a Health Insurance question to your form using the Form Builder.

In the Form Builder Toolbox, drag the Health insurance question to an empty area of your form:

Making this question required will ensure your clients provide:

• Insurance Company Name
• Member ID
• Insured's Name
• Insured's Address
• Insured's Gender
• Insured's Date of Birth

Adding a Health Insurance Policy to a Client's File

If you've collected health insurance information from your client using a form, you can import this information into their file by setting up an Import Mapping. Refer to our help article to find more information on setting up mappings.

Map your insurance question to the Insurance Policy destination field:

Your client's health insurance policies will be saved under the Basic Information section in their Client File:

You can also manually add additional policies by clicking the Add insurance policy from the Fast Action Button in the bottom-right corner: