Add or Manage Client Insurance (Funding Source)

Client Insurance is one of four Funding Source options in Boost. Adding an insurance to the Client Profile allows you to check authorizations and bill against the insurance (primary, secondary or tertiary) for services rendered. 

You can either add and manage a Client's Funding Source during Intake or from their Client Profile after they have been converted. 

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Add Insurance

1. Navigate to the Clients Module in the left side menu.
2. Search for the appropriate client.
3. Click the Client's Name > Funding Source tab. 
   
   
    

4. Click + Add to add new Funding Source.

   

    

5. Choose the type of funding source you are adding - Insurance, Regional Center, School District, Private Pay. 

6. Fill out the information, being sure to fill out the required information noted by the red asterisks.  

   ✨When filling out any funding source option, you can choose which priority you want the funding source to be (primary, secondary, tertiary, inactive). 

   • The priority can be edited at any time by clicking Edit next to the funding source. 
   • Be sure to click Save after any edit! 
      
7. Click Save button.

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