Part 2 (UK): Client insurance setup

Your account is claim-ready. Now the client — linking the insurer, capturing the membership number, and deciding who gets billed.

What you will learn

• Opening the Insurance tab on the client card.
• Adding a policy with New Policy, or adding an insurance provider on the spot.
• Recording the membership number exactly as printed — Healthcode rejects claims where it doesn’t match.
• The optional detail under More options: policy holder, cover level, group and plan IDs, policy dates, excess and co-payment.
• Setting the default payer, and pushing it out to linked family members.
• Logging pre-authorisations as cases, so the authorisation code travels onto every claim.

Next: Part 3 — connect appointments to insurance.