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Adding Insurance and/or Authorization in Ritten

Insurance and/or Authorizations can be added in two ways: Via a form (this must be created using the "Insurance" or "Authorizations" form...

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Written by Bridget Cashman
Updated over 2 weeks ago

Insurance and/or Authorizations can be added in two ways:

  1. Via a form (this must be created using the "Insurance" or "Authorizations" form sections in the form builder). Refer to the form builder articles for more information.

  2. By clicking the Pencil Icon at the top of the client record.

This video describes option 2 above.

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