Tracking Health Insurance Member

Tracking your members using health insurance is easy in Gym Insight!

First, you need to create a tag and tag the account. Click here to learn how to create a tag and tag an account.

Once you have the account tagged, you will need to enter the member's insurance ID number. 

Go to the member's account screen and click edit in the active members section.

Now you can enter the member's insurance ID number.

Read on to learn how to run the report that shows the member visits to report to the insurance programs.

How to Run the Insurance Visits Report

Go to your Home Menu and select "reports".

Click "access reports" and then find "Insurance Visits".

Once you are in the report, click on the pencil to edit date range and add tags.

You can select the month and the insurance tags you want the report to display and click OK. 

Once your report has been generated, it will display a download report button.

Congratulations! You've created your insurance report!