Note: The Benefits Checker is an optional add on. See more info on pricing here.
To access our benefits checker you first need to set it up! Here's how:
Go to Practice Settings, scroll to Plans and Pricing and select Premium.
Once your plan is upgraded in your Practice Settings set up your fees and services under Set Up the Benefits Checker by clicking on the pen icon:
Great! Now you can use it on your portal, send clients a link, or add it to your website.
Method 1: Check your client’s benefits instantly in your provider portal.
On the benefits check tab, enter your client’s information and click Check Benefits.
Method 2: Send a link to your client to verify their benefits themselves.
Go to the benefits check tab and click on Copy Link.
Add this link to different directory profiles (ex: Psychology Today), intake forms, etc!
In your practice settings we provide you with sample language!
Method 3: Add the Benefits Checker widget on your website
1. Go to Practice Settings scroll down to Benefits Checker Widget.
2. Under Add benefits checker to your website, click View Instructions.
2. Click the copy icon (circled in red) to copy the code. We also provide optional sample language you can use on your website.
Here are step-by-step instructions to add the Benefits Checker to Squarespace and Wix.
Related questions: How to get started? How to use my benefits calculator/checker? How to integrate it on my website?