What’s New?

Patients now have the ability to add their insurance information as dependents directly in the Patient Portal. This feature simplifies insurance entry for families managing multiple accounts and ensures quick access to accurate information.

By enabling patients to input their details independently, this update not only makes it more convenient for the patients but also reduces the workload on front desk staff, improving efficiency for practices.

Add Insurance Information on Patient Portal as a Non-Policy Holder

With this update, patients who are non-policy holders are now allowed to enter their insurance information in the Patient Portal. 

To do this, patients only need to log in to the Patient Portal  and go to Personal Information > Insurance.

1.  Select No for the  Are you the policy holder? question.

2. Select the patient’s insurance provider.

3. Enter the policy holder’s information.

4. Enter the patient’s insurance card number and other details, and then click Submit.