How to capture client insurance information

Healthie enables you to capture your client's insurance information, that becomes automatically pre-populated when preparing a CMS 1500 form for a client. This article review:

  • How to manually input a client's insurance information
  • How to collect insurance information as part of the intake form process

Manual Input

Collect during Intake Process

You can add a pre-built insurance form to your intake process that allows clients to input their insurance information on their end for you. 

To do this, go to "Intake flow" and Add the form "Insurance info" to your Intake flow. You will not see this form in Form Builder, since the Insurance Capture Form cannot be modified.