Upload Insurance Card / Documents (WebABA Legacy)

Upload client insurance card information. 

Note: users have the ability to upload all documents (treatment plans, diagnostic evals, etc.) to the system by following these steps.

1. Click the Clients tab.
2. Click Load all Clients.
3. Click the edit icon for the desired client. 
   
4. Click Related Files tab.
5. Click Add Document.
   
   
   
   
6. Enter file name description (Ins Card Front 2021 & Ins Card Back 2021).
7. Click Choose File (picture of Ins Card).
8. Click Upload.
9. Saved files display here.
   
   

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