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  1. My Clients Plus 3.0
  2. Clients Tab
  3. Manage Client Billing & Insurance Information

Manage Client Billing & Insurance Information

  • Add Insurance to Client Profile
  • Set Default Rendering Provider for Client
  • Add a Client Billing Note
  • Edit Insurance Type for Active Insurance Plans
  • Set a Reauthorization Reminder
  • Insurance Information Verified By is Wrong
  • Mark Insurance as Inactive

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