Inside your clinic's Patient Portal, your patients are able to add or update their own Health Insurance Information. In this article, you'll learn step-by-step how they can do just that.
Step-by-Step Instructions
Step 1
The patient will log into your clinic's Patient Portal by entering their Username/Email Address and Password then selecting Sign in
| *Note: They will need to have created an account in order to log in. If they need to create one learn How to Register in the Patient Portal |
Step 2
The patient will select the button in the top right corner of the screen, then select Health Insurance
| *Note: If they are using a larger device, the Health Insurance button will appear on the sidebar on the left side of the screen. |
Step 3
The patient will select Add New Insurance then begin typing the Insurance Company and select the appropriate option when it appears
Step 4
The patient will fill in the remaining fields and select Save
| *Note: If they select Self as Relationship to Policy Holder, their Name and Date of Birth will automatically populate using the information from their Patient Profile |
The patient's insurance information has now been saved inside their Patient Profile in Juvonno
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