InsurancePro
Tracking insurance claims
Follow each claim from submitted to paid, and see coverage left.
This feature is part of the Pro plan, and is included during your free trial.
Add the client's plan
On the client's profile, add their insurance plan: insurer, policy number, coverage percentage and annual maximum.
Create a claim
- 1Open the visit's invoice.
- 2Under Insurance claims, click Create.
- 3Choose the plan and confirm the amount. CliniqSync suggests it from the coverage.
Follow it through
Go to Billing → Insurance claims to see every claim and mark it submitted, paid or rejected. CliniqSync keeps track of how much coverage each client has left this year.
Updated October 12, 2026
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