What's New: Upload Insurance Cards

By TherapyNotes, LLC on August 26, 2023

Users can now upload the front and back image of an insurance card directly in Patient Billing Settings. This can be done via the document upload or by taking a picture if they have camera access. In addition, insurance card images added in the Client Insurance Form will also appear for the associated policy in Patient Billing Settings.

* The content of this post is intended to serve as general advice and information. It is not to be taken as legal advice and may not account for all rules and regulations in every jurisdiction. For legal advice, please contact an attorney.


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