Copy Insurance Information from One Client to Another

PracticeQ allows you to easily copy insurance information from one client's profile to another's as long as the clients are linked.

1. First, link the clients using this article: Linked Clients.
2. Open the profile of the client who has the stored insurance information. 
3. Hover over the linked client. You will see two options:
   
   1. A trash can icon to remove the linked relationship
   2. Three vertical dots
4. Click the three vertical dots. You will have the options to copy the primary or secondary insurance information from the client to the client linked to their profile.

Once the insurance information is copied over, you may use it on the linked client for insurance claims.