How to Link Insurance with Client

In this guide, you’ll learn how to link an insurance company (third party) to a client in Pabau

This ensures that the correct price list and billing information is applied when the client is covered by insurance.

Step 1: Access the Client Card

Start by logging into your Pabau account using your login credentials. Then, navigate to the Client Card of the client you want to update by using the search bar at the top of the screen. 
Hover over the client’s avatar, and a right arrow will appear — click it to enter the Relationships section.

Step 2: Add a New Relationship

Click Add, then select Third Party > Insurance Provider from the options.
This will open a window where you can link an insurance company to the client.

Step 3: Select the Insurance Company

You’ll see a list of insurance companies already added to your system.

• Use the search bar if needed to quickly find the correct one.
• If you want to manually create a new insurance provider, click the +Add Insurance Provider button below the search bar and you will be redirected to create a new third party.
• If the insurance company is already created in the system, then click on the insurance company you want to assign and click Set as Insurance Provider to confirm your choice.

Once you select the "Set as an insurance provider" button, you will be prompted to add the membership number of the client. Click "Save" to finalize.

Step 4: Confirmation

The insurance company will now show on the client’s profile and will be used during billing when applicable.

By following these steps, you can successfully link clients with their insurance company.