Customize, Share, and Process the Client Insurance Form

By default, each practice's Library includes a Client Insurance Form which users can share with clients through TherapyPortal when document sharing is enabled. The Client Insurance Form allows a client to either opt-out of using insurance benefits or provide details about their insurance information and authorize claims and assignment of benefits.

To customize the text of the Client Insurance Form acknowledgement:

Role Required: Practice Administrator
  • Click Library > Portal Forms tab
  • In the table, click Client Insurance Form
  • Click the Edit icon in the form Preview box to edit.
  • Edit the text in the Acknowledgement section.
  • Click the Save Changes button.

To share the Client Insurance Form with a client:

Role Required: Any
  • Click Patients > Patient name > Portal tab
  • In the Portal Requests and Shared Documents section, click the Share Documents button.
  • The Share Documents on Portal dialog appears. With the Library Documents tab selected, begin typing "Client Insurance Form" in the Select Library Documents to Share field.
  • TherapyNotes will generate a list of possible matches as you type. Click on the form from this list to add it to the request.

  • Add other documents to the request if desired and enter Instructions for your request.
  • Click the Send Document Request button.

Once your request is sent, your client will receive an email notification informing them that there are documents ready for them to complete.

You can share the same form with a client as many times as needed. However, if you want to share the form with a client again before they have completed the initial request, you must first cancel the initial request before sending the form again. For more information on sharing documents with your clients, read Share Documents With Clients on TherapyPortal.

Processing a completed Client Insurance Form

Role Required: Practice Biller

Once your client completes the Client Insurance Form, you will receive a To-Do List notification to process the client response.  Review the completed form and update the patient Billing Settings tab as needed, then click the Mark as Processed button.

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