Appointment Tracking Board > Scheduled Appointments Tab > Document Request > Submitting Documents

Insurance Card

If an insurance card was requested, a conversation similar to the one shown below will display. The patient will select Fill In The Form to continue.

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Document Request - Insurance Card

The following screen will appear once Fill In The Form is selected. The patient will first take a picture of the front of their insurance card by selecting the camera icon.

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Fill in Form - Insurance Card

If this is being done from a laptop or PC, the file browser will open to search for and select the appropriate file. If being done from a smart phone a picture may be taken straight from the phone.

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File Browser

Repeat the same process for the back of the insurance card.

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Fill in Form - Insurance Card

Once both images have been captured, select Submit.

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Fill in Form - Insurance Card

The screen will then return to the conversation. If there are other documents needing to be submitted, the conversation will continue asking for the additional documents. If nothing else needs to be submitted, the conversation will end.

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Document Request - Insurance Card