Add Client Payer

Add a Client Payer (or Insurance) to the Client File. You can add Primary and/or Secondary Payers.

Jump to Section: [Add Payer] [Add Payer where Client IS Primary Policy Holder] [Add Payer where Client in NOT Primary Policy Holder]

Add Payer

1. Click My Clients in the navigation bar and select the appropriate Client.
2. Click the Billing Details tab.
3. Scroll to the Billing Methods section.
4. Click the  Add icon.
5. Click Insurance Policy.
   
   

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Client is Primary Policy Holder

Required fields are indicated by a red asterisk. 

1. Select YES if the Client is the Primary Policy Holder.
   

   NOTE: KASA will pull in Client Details already entered in the system for the Client.

2. Enter Policy Holder's Insurance Policy Details such as Insurance Type, Group and Policy Number, Copay, etc.
3. Click Save.
   
   

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Client is Not Primary Policy Holder 

Choose if the Primary Policy Holder is the Client Parent, Spouse, or Guardian. Required fields are indicated by a red asterisk. 

1. Select No if they are not the primary policy holder (i.e. the Primary Policy Holder is the Spouse or Parent).
2. Select Client's Relationship to Primary Policy Holder.
3. Enter Primary Policy Holder Details.
4. Enter Primary Policy Holder's Insurance Policy Details such as Insurance Type, Group and Policy Number, Copay, etc.
5. Click Save.
   
   

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