Add or Edit Insurance/Funding Source (ShareNote)

When adding a new Client, you will add their Insurance/Funding Source information. However, you can add and edit the Insurance/Funding Source after the Client has been added. Taking care that this information is entered in correctly and as it appears with insurance will help ensure that your claims do not get rejected. 

Jump to Section: [View Insurance/Funding Source] [Add Insurance/Funding Source to an Existing Client] [Edit Insurance/Funding Source to an Existing Client]

View Insurance/Funding Source

After a Client has been added, you can view their Insurance/Funding Source from their Client Details.

Note: The Insurance/Funding Source on the Client Details page is view only. 

1. Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
2. Open appropriate Client. This will bring you to the Client Details page.
3. Scroll down to the Insurance/Funding Information section. Here you can view the Client's information at a glance.
   
   

Add Insurance/Funding Source to an Existing Client

Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
Open appropriate Client. This will bring you to the Client Details page.
Click on Funding Sources from left menu.
From the Funding Source Page, click the Add New Funding Source drop-down.
Select and fill in the appropriate information. Click Add Funding Source.

Edit Insurance/Funding Source to an Existing Client

Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
Open appropriate Client. This will bring you to the Client Details page.
Click on Funding Sources from left menu.
Locate desired Funding Source listing, and click the Edit icon.
Update desired field(s).
Click Update Funding Source.