Attach Scanned Image of Insurance Card to Client Registration

Attach Scanned Image of Insurance Card to Client Registration

1. Select Individual/View Clients

2.  Click on the client's name to open their Client Registration page
3.  Select the Identification tab

4.  Select the Upload button

5.  Select Choose File

6.  Browse to the saved file on your computer
7.  Highlight it and then click the Open button

8.  Select the Submit button

9.  Click the Enlarge button

10.  A popup window will open with a larger view of the insurance card (use the x in the top corner to close the popup)

11.  Repeat steps to attach an image of the back of the insurance card or for the front/back of the driver License



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