Navigate to the Client Profile: Access the client's profile where their personal and medical information is stored.
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Edit Client Information: Click on the edit button, often represented by three dots or an 'edit' label, found on the client's profile page.
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Update Insurance Details: In the editing section, locate the field for the insurance company name. Select the appropriate company from the provided drop-down menu. Ensure all other necessary insurance information, such as member number and dependent code, is accurate and up to date.
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Save Changes: Confirm all changes by saving the updated information to maintain accuracy in billing and claims submission.