You can store a patient's photo ID and insurance card within their patient record.
Send ID or insurance card upload request to patient
You can easily send an email or text request to your patients for their photo ID or insurance card with the Photo ID and Insurance surveys.
When sending a survey, simply select the Photo ID and/or Insurance surveys.
- The Photo ID survey will ask the patient to upload the front and back of their photo ID. Once submitted, the Photo ID will be securely saved to their patient record.
- The Insurance survey will ask for their insurance policy details and to upload the front and back of their insurance card. Once submitted, the insurance policy and card will be saved to their patient record.
Upload and manage Photo ID
Photo IDs are stored within the General tab of the patient's record.
Here, you have the option to Upload, Replace, Open, and Download photo IDs. Any photo ID uploaded by the patient using the Photo ID Survey will automatically populate here.
Upload and manage insurance card
Photo IDs are stored within the Insurance tab of the patient's record for each insurance policy.
Click on the insurance policy to view the insurance cards. Or, to upload a new insurance policy/card, click the plus icon.
Here you can add or edit insurance policy details as well as Replace, Open, Download, and/or Upload the patient's insurance card.