Tracking Health Insurance Members
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 memberships you have send in at the end of the month.
Enter Insurance ID # and click SAVE.
How to Run the Insurance Visits Report
Go to your Home Menu and select "reports".
Click "access reports" and then find "Insurance Visits" and click the view report button.
Click on the EDIT PENCIL and select the insurance tags and Month you want the report and click OK and then Done on the top right.
Once your report has been generated, you can print it or export it.
If this is a report you will use often, be sure to click the heart button to add it to your favorites!
Congratulations! You are now ready to begin your insurance billing process!