Copying Insurance Details from One Client to Another

When using IntakeQ's Client Relationships feature, you may want an easy way to copy insurance information from one client's profile to another. We allow you to do this after linking the clients, simply follow the steps listed below:

  1. First you need to link two clients together, which will list them in the "Relationships" section of their profiles.
  2. Navigate to the client that has the stored insurance information. Then hover over the linked client and you'll see two options, a trash icon to remove the linked relationship, along with three vertical dots.
  3. Click the the vertical dots and you'll be presented with options to copy the primary or secondary insurance information from the client you're currently on to the linked client.

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

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