Knowledge BaseNimble Dashboard
How Do I See If a Patient Has Insurance on File?

How Do I See If a Patient Has Insurance on File?

Checking to See If a Patient Has Insurance on File

  • Navigate to the Patient Search page.
  • Type in the name or date of birth of the patient and click on their name in the search results to see their profile.

  • Scroll down to the Insurance info section. If the patient's insurance information is already available, it will be visible here; otherwise, you can request updated information from the patient here