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[Music] hello everyone im catherine from the therapy notes success team adding a patients insurance information is never fun but that doesnt mean that it needs to be difficult too today were going to show you how easy it is to use therapy notes to get your patients insurance information recorded and ready for billing well be covering how to share the client insurance form that is included with every therapy notes account and how to get your patients information into their chart anyone in your practice can share the client insurance form but if youd like to edit the client insurance form first confirm that you have the practice administrator role in your therapy notes account before starting this tutorial make sure that youve set up the basics of your therapy notes account and that youve enabled the client portal and client portal document sharing within the settings section if you still need to complete these steps you can visit the therapy notes help center for more videos an
