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Adding Your Insurance Information

Last updated Jun 21, 2026

Adding Insurance

  1. Go to Profile > Insurance.
  2. Click Add Insurance Plan.
  3. Enter the information exactly as it appears on your insurance card: carrier name, policy number, group number, and subscriber information.
  4. Upload a photo of the front and back of your insurance card (optional but recommended).
  5. Save your information.

Multiple Insurance Plans

If you have multiple insurance plans (primary and secondary), add both. Designate which is primary. Your provider's billing office will coordinate benefits accordingly.

Insurance Verification

When you book an appointment, the system checks that your insurance carrier is accepted by that provider. Full benefit verification (copays, deductibles, coverage limits) is handled by the provider's office before or during your visit.

Keeping Insurance Current

Update your insurance information immediately when your plan changes (new employer, annual enrollment, etc.). Outdated insurance information can cause claim denials and unexpected bills.

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