How do I update my insurance information for an appointment?

As part of verifying your insurance, you may need to update your insurance information.

Notes:

Once you have made an insurance update, check your Insurance page to verify the status of the information. Updates to your insurance information must be passed back to your provider’s healthcare system and may take up to 48 hours to process.
Once your insurance information has been updated, you can verify your insurance information again for your appointment.

Open Insurance Verification

In the Homepage, locate the name of the provider and the appointment date.

Tap the Verify Insurance link.

Verify Insurance link

View Insurance

Click the Update button.

Review Insurance page with annotation around Update Insurance button

Search for Plan

Type the name of your insurance health plan in the search field [1]. Relevant results display in the page [2].

Note: A minimum of three characters must be entered in the search field.

Enter Insurance Plan

If the name of your insurance health plan is not found, you can enter your insurance information manually. Click the Enter Insurance Plan button [1]. Then click the Next button [2].

Insurance search page with Enter Insurance Plan button

Add Plan

Enter the name of your insurance plan [1] and your Insurance company name [2].

Click the Next button [3].

Insurance page with manual entry of insurance information

In the text fields, complete the details about your policy [1].

Click the Next button [2].

Insurance page with manual entry of insurance details

Update Policyholder

If you are not the policyholder, enter information for the policyholder [1]. Then click the Next button [2].

Insurance page with manual entry of policyholder details

Review Policy

Review the details of your policy [1]. Then click the Update button [2].

Insurance page with information that is going to be submitted for review

Confirm Submission

Confirm that your insurance update request has been submitted to your provider’s office. If any information cannot be verified, you’ll receive a notification.

Note: If an error has been detected, you'll be notified to contact your provider's office to update your insurance.

Click the Close button.

Confirmation page with insurance information sent to be approved

After 24–48 hours, check your Insurance page to verify the status of the information. Updates to your insurance information must be passed back to your provider’s healthcare system.

Once your insurance information has been updated, you can verify your insurance information again for your appointment.