Insurance

Insurance configuration controls what patients see when they reach the coverage step of your booking widget. Maintaining an accurate carrier list and clear out-of-network messaging sets expectations early — reducing front-desk friction and billing surprises on the day of the visit.

Accepted Carriers

This is where you build and manage your insurance list.

Adding Carriers

Select from list — Choose from a pre-populated dropdown of common insurance providers. A badge shows how many you've selected.
Custom insurance — Type a carrier name that isn't in the dropdown and click + Add to include it.

Managing Carriers

The insurance table displays every carrier you've added. You can remove any entry you no longer accept.

⚠️ Review your insurance list at least once a quarter. Carrier networks change frequently, and an outdated list leads to patients booking under incorrect coverage assumptions.

Insurance Settings

These toggles control how the insurance step behaves during booking:

Setting	What It Does
Accept other insurance	Allows patients to manually enter a carrier not on your list
Show others insurance warning message	Displays a custom warning when a patient selects "Other"
Show out of network insurance message	Displays a warning for patients whose carrier is out-of-network

Optional Insurance Fields

Use the dropdown to add optional data fields to the insurance step — such as group number or subscriber ID.

✅ Tip: Only request what you truly need. Every extra field increases form abandonment, especially on mobile.

Warning Messages

Others Insurance Warning

Shown when a patient selects a carrier not on your list. Keep it reassuring:

"We may still be able to see you. Please call our office to verify coverage before your visit."

Out of Network Warning

Explain your out-of-network policy and payment expectations. Transparency here reduces cancellations and billing disputes later.

Additional Questions

Add custom questions about insurance (e.g., "Is this a workers' comp claim?"). Separate multiple questions with commas or press Enter.

Saving Changes

Click Save Changes at the bottom of the page. Changes take effect on the live widget immediately.

Best Practices

Be specific with carrier names. "Delta Dental PPO" is more helpful than "Delta Dental" if you only accept one plan type.
Use warning messages proactively. A clear out-of-network notice helps patients self-select before arriving.
Keep optional fields minimal. Every extra field on a mobile form costs conversions.

Settings — Overall widget appearance and configuration
Reasons for Visit — Appointment types patients choose alongside their insurance
Templates — Confirmation messages that may reference insurance details
Providers — Some providers may only accept certain carrier networks