We’re making an update to the client profile on April 29!
What: We’re adding in space for you to keep track of your clients’ insurance plan number and add information for multiple insurance plans in your clients’ profile.
Why: We heard that insurance plan numbers are important to have at your fingertips when working with clients! With this update you can easily find the information you need to fill out applications and help your clients get the resources they need.
How: All these updates will be available when you sign in on April 29!
- The basics
- Go to a client’s profile and navigate to the Demographics section at the bottom. You’ll see a new field for Insurance number as well as a button for adding information for additional insurance plans.
- You can add up to 3 insurance plans and easily edit or delete information as needed.
- Pro-tip: For organizations that send eligibility lists, you can now include insurance number and multiple insurance plans in the eligibility list! Work with your IMPaCT account lead for an updated eligibility list template.
As always, please reach out to us at support@impactcarehq.com if you have any questions. We hope you enjoy these updates!