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How to Request a Patient’s Insurance Details

Insurance details are stored in a patient’s profile. As an Auxita user, you can manually request insurance information from a patient at any time.

How to request a patient’s insurance details 

  1. Open the patient’s profile from the patient's section, or by searching for the patient’s name on the top right-hand corner. 
    The patients section and an arrow showing where to click to find a patient from the top right corner of the navigation pane

  2. From the patient’s profile, click on the profile tab. Verify if the email or phone number is valid.

    Patient profile screen with contact details and communication preferences. Includes name, address, phone, email, and insurance options. 
  3. Once the contact details are confirmed, in the coverage details, click Request Patient Insurance.
    Coverage details section with options for 'Public Insurer Plan' and 'Private Insurer Plan.' A button labeled 'Request Patient Insurance' is highlighted.

  4. After the patient submits their insurance details, the information is automatically updated on their profile in Auxita. 

Pencil icon NOTE The Request Patient Insurance button will not appear if the patient already has at least one public and one private insurance plan.

You will also not be able to select the button if the patient does not have an email or mobile number saved on their Profile. 
Coverage Details interface showing options for Public and Private Insurer Plans. A cursor hovers over 'Request Patient Insurance,' displaying a tooltip stating 'Patient contact method not available.

Lightbulb icon TIP The patient receives the request by email, SMS, or both, depending on the contact info listed in their profile. 
A text received when a patients insurance request is sent to their number on file An email received when a patients insurance request is sent to their number on file