Recording a client's insurance and checking eligibility

Record the policy that pays for a client's care, correct or end it, and ask the payer whether it is in force.

Who this is for: Biller, Practice manager, Practice administrator

Record a policy

Open the client and select Insurance in the chart's rail.
Select Record a policy, or Add another for a second one.
Choose Which payer this practice bills, and type What the card says the payer is called exactly as the card has it.
Enter the Member identifier, and the Group number and Plan name where the card carries them.
Choose Which payer is asked first, and give the First day the policy covers care if the card says.
Under Who holds the policy, choose The client themselves or the holder's relationship, and fill in The person holding the policy where it is somebody else.
Answer What the client authorised, then select Record it.

To change a policy, select Correct it, change the form and select Correct it again. The earlier version stays readable.
When the practice stops billing through it, select End it, then End it again.

Note: If the payer says a policy ended on a date already past, correct it with that date rather than ending it today.

Beside the policy, select Ask the payer.
Wait for What the payer says: whether it is In force, and the copay, coinsurance and deductible left, kind by kind.

Note: Each question costs the practice money, so the same question waits a few minutes before it can be asked again.

Last checked against Weft on 07 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.