✨ When You Need This Guide
Use this guide if you're asking:
How can I collect insurance cards from patients automatically?
Where can I see uploaded insurance images?
Can I include this step in my New Patient Campaign?
If you’re manually chasing down insurance info, this automated tool will save your team serious time.
🔍 What This Covers
✅ Covers:
Enabling insurance ID upload in a campaign
Suggested verbiage for the template
How to manage submissions in Aloha
🛠️ How to Add Insurance Capture to a Campaign
Go to the Campaigns section in Aloha
Open your desired campaign
💡 We recommend starting with your New Patient Campaign
Create a new message template
You can use your own wording or start with this example:
“To speed up your appointment, please upload a photo of the front and back of your insurance card by replying to this message.”
After saving your template, click Add New Step
In the Action dropdown, select “Request Insurance”
That’s it! The system will now prompt patients to upload their insurance card images as part of the campaign.
🧾 Where Submissions Go
When patients respond with insurance images:
Go to Mission Control > Insurance Verifications
You’ll see a list of all incoming submissions
Each image can be approved, edited, or denied depending on clarity
✏️ If the image is hard to read, you can manually correct the data fields before approving
👤 Where Insurance Is Stored
Once approved, the insurance info will be:
Automatically saved under the patient’s Contact Profile in Aloha
Available for use in eligibility verification and billing
✅ You’ll Know It Worked When:
Patients respond to your message with uploaded images
You see pending submissions in Mission Control > Insurance Verifications
Approved cards show up under the patient’s profile
💬 Need Help? We’re Here!
Email: support@reviewwave.com
Phone: 1-800-563-0469
Live chat available during business hours
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