Skip to Main Content
Ensora Mental Health Ideas Portal

Prompt portal users to enter insurance information

Allow me to alert clients that have just been invited to the client portal to enter their insurance information.
App Type Client Portal
  • Attach files
      Drop here to upload
    • Joy Tanner
      Reply
      |
      Jul 3, 2024
      Give clients option to upload photo of insurance card (front and back) and ID in client portal.
    • Guest
      Reply
      |
      Jan 11, 2023
      After forms are completed, is there a way to prompt new clients to enter their insurance information?