In this edition of Zencare Practice Management's Progress Notes, we have included Smart Notes and the ability to add insurance cards through the Client Portal!
Smart Notes
You can learn more about Smart Notes here.
Adding Insurance Cards to Payment Methods
You can add insurance cards through the Client Portal as well. From the Account Dashboard, under the Payment Methods section, select Insurance Cards, and then the Add button.
This will bring up the Add Insurance Card menu. To add your information directly from the card, take a photo of the front and back sides of the card, then under the Front Side and Back Side boxes select Select files to upload your images. Once you are finished, select Scan & Auto-fill, and your insurance card information should auto-fill the information under Insurance Plan. You can manually enter any information that did not auto-fill. Once you are finished, select Save.
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