Insurance and Payment Information
Quick Answer
Add accepted insurance plans and payment methods to your Organization listing to help clients understand their payment options before contacting you. In the Insurance section, list specific insurance companies, networks, and plans you accept. For payment methods, indicate what forms of payment your business accepts. This information builds trust and reduces inquiries about basic payment questions.
Overview
Clear insurance and payment information helps qualified clients self-select and reduces time spent on payment-related inquiries. This guide covers how to add insurance acceptance details for healthcare providers, professional liability information for service providers, and general payment methods for all businesses.
Adding Insurance Information (Healthcare Providers)
Step 1: Navigate to Insurance Section
Log into your dashboard
Edit your Organization listing
Find "Insurance Accepted" section
Click "Add Insurance"
Step 2: Enter Insurance Company Information
Level of Detail Options:
Detail Level | Example | Best For |
Company Only | "Blue Cross Blue Shield" | Simple practices |
Company + Network | "BCBS PPO" | Most practices |
Company + Network + Plan | "BCBS PPO Select Plus" | Specialists |
Step 3: Add Multiple Insurance Plans
Organized Entry Method:
Click "Add Insurance Plan"
Enter company name
Specify network type (if applicable)
Add specific plan names (optional)
Repeat for each insurance accepted
Example List:
Medicare - Traditional Medicare - Advantage Plans Medicaid - State Program Blue Cross Blue Shield - PPO Blue Cross Blue Shield - HMO Aetna - All Plans United Healthcare - PPO Select Cigna - Open Access Plus Kaiser Permanente - HMO Private Pay/Self-Pay
Step 4: Special Insurance Considerations
Out-of-Network Options:
Specify if you accept out-of-network
Note reimbursement assistance
Mention superbill provision
Example Note: "We accept out-of-network insurance. We provide detailed superbills for reimbursement."
Step 5: Save Insurance Information
Review all plans listed
Verify accuracy
Click "Save Insurance"
Updates immediately
Insurance for Different Healthcare Types
Medical Practices
Primary Care Example:
Medicare (Traditional & Advantage)
Medicaid
Major commercial insurers
Local HMO plans
Direct primary care memberships
Specialist Example:
Specific plans within major insurers
Medicare with specialist codes
Workers' compensation
Auto insurance (for relevant specialties)
International insurance
Mental Health Providers
Therapy/Counseling Practices:
Major mental health coverage
EAP (Employee Assistance Programs)
Medicare Part B
Specific behavioral health plans
Out-of-network with superbills
Important Notes:
Specify telehealth coverage
Note session limits if applicable
Clarify copay/deductible policies
Dental Practices
General Dentistry:
Delta Dental (all plans)
MetLife Dental
Cigna Dental
Guardian Dental
Dental HMOs vs PPOs
Cash payment plans
Orthodontics:
Plans covering orthodontic benefits
Lifetime maximum considerations
Payment plan options
FSA/HSA acceptance
Alternative Medicine
Acupuncture/Chiropractic:
Plans with alternative medicine benefits
Workers' compensation
Auto insurance/personal injury
Flex spending accounts
Package pricing options
Professional Liability Insurance (Service Providers)
For Legal Professionals
What to Include:
Malpractice insurance carrier
Coverage amounts (if comfortable sharing)
Bar fund participation
Client protection fund
Example: "Fully insured for professional liability through State Bar Insurance Fund"
For Financial Professionals
Relevant Coverage:
Errors & Omissions (E&O) insurance
Fiduciary liability
Cyber liability coverage
Bonding information
Example: "Bonded and insured. E&O coverage through Professional Liability Corp."
For Real Estate Professionals
Insurance Information:
E&O insurance
Brokerage coverage
Transaction protection
Home warranty partnerships
For Construction/Home Services
Coverage to Mention:
General liability insurance
Workers' compensation
Bonded status
License bonds
Property damage coverage
Example: "Fully licensed, bonded, and insured. $2M general liability coverage."
Adding Payment Methods
Step 1: Access Payment Information
In Organization edit page
Find "Payment Methods Accepted" section
Select applicable options
Step 2: Standard Payment Options
Common Payment Methods:
Method | When to List | Notes |
Cash | Always if accepted | Specify if preferred |
Check | Business standard | Note any restrictions |
Credit Cards | List specific cards | Visa, MC, Amex, Discover |
Debit Cards | If different from credit | Note PIN vs. signature |
ACH/Bank Transfer | B2B common | For large transactions |
Payment Plans | If offered | Include terms |
Financing | Third-party options | CareCredit, etc. |
Step 3: Digital Payment Methods
Modern Payment Options:
PayPal
Venmo (for small businesses)
Zelle
Square/Stripe
Apple Pay/Google Pay
Cryptocurrency (if applicable)
Step 4: Special Payment Programs
Healthcare-Specific:
FSA/HSA cards
CareCredit
Sliding scale fees
Payment plans
Charity care programs
Professional Services:
Retainer agreements
Contingency fees (legal)
Flat fee options
Hourly billing
Package pricing
Step 5: Payment Policies
Additional Information to Include:
Payment due timing
Deposit requirements
Cancellation policies
Late payment fees
Refund policies
Displaying Payment Information Effectively
Organization by Category
Clear Section Headers:
INSURANCE ACCEPTED: Commercial Insurance: - Blue Cross Blue Shield (All Plans) - Aetna (PPO and HMO) - United Healthcare Government Insurance: - Medicare - Medicaid - TriCare PAYMENT METHODS: We accept: - All major credit cards - HSA/FSA cards - Payment plans available - Sliding scale for qualifying patients
Using Description Fields
Where Insurance Doesn't Apply:
For non-healthcare businesses, use the description field:
"We accept cash, check, and all major credit cards. Net 30 terms available for established business accounts. 50% deposit required for projects over $5,000."
Industry-Specific Payment Configurations
Restaurants
Payment Display:
Credit/debit cards accepted
Mobile payment options
Gift cards available
Catering payment terms
Gratuity policies
Professional Services
Law Firms:
Retainer requirements
Payment plan availability
Credit card acceptance
Trust account information
Contingency fee options
Accounting Firms:
Fixed fee services
Hourly rates available
Volume discounts
Payment timing (upfront vs. completion)
Retail Businesses
Payment Options:
In-store payment methods
Online payment processing
Layaway programs
Store credit/returns
Loyalty programs
Best Practices
Do's
✅ Keep insurance information current
✅ Be specific about plans accepted
✅ Update when contracts change
✅ Include out-of-network options
✅ List all payment methods
✅ Clarify payment timing
✅ Note any payment assistance programs
Don'ts
❌ Don't list insurance you're not contracted with
❌ Don't use outdated insurance names
❌ Don't forget government insurance
❌ Don't hide payment requirements
❌ Don't omit modern payment methods
Updating Insurance and Payment Information
When to Update
Insurance Changes:
New contracts signed
Plans terminated
Network changes
Coverage modifications
Payment Updates:
New payment methods added
Policy changes
Fee structure updates
Technology upgrades
Update Process
Edit Organization listing
Modify insurance/payment sections
Save changes
Submit for review if needed
Updates visible after approval
Impact on Client Acquisition
Benefits of Clear Information
Reduces Barriers:
Clients know if they can afford services
Insurance verification simplified
Payment concerns addressed
Trust increased
Improves Conversion:
Qualified leads self-select
Fewer payment-related rejections
Clearer expectations
Faster intake process
SEO Benefits
Search Visibility:
Insurance plan searches
"Accepts Medicare" queries
Payment method searches
Local insurance searches
Common Scenarios
New Practice Without Insurance Contracts
Approach:
List "Private Pay/Self-Pay"
Mention superbill provision
Note pending insurance applications
Offer payment plans
Example: "Currently accepting private pay clients. Superbills provided for insurance reimbursement. Payment plans available."
Transitioning Insurance Acceptance
During Changes:
Keep current info until change effective
Note upcoming changes in description
Update immediately when active
Communicate to existing clients
Multi-Location Different Insurance
If Locations Vary:
Note in location descriptions
"Insurance acceptance varies by location"
List common insurances
Direct to website for specifics
FAQs
What if I accept too many insurances to list? List major categories (e.g., "Most commercial insurance accepted") and direct to your website for complete list.
Should I list cash prices? You can include general price ranges or note "transparent pricing available upon request."
How specific should insurance plan details be? Be as specific as helps clients determine coverage, but avoid overwhelming detail.
What if I'm out-of-network for everything? Clearly state "Out-of-network provider" and explain superbill/reimbursement process.
Should I mention payment assistance programs? Yes, mentioning sliding scale, payment plans, or assistance programs attracts clients who need them.
Can I require specific payment methods? Yes, but clearly state requirements (e.g., "Credit card required to hold appointment").
Next Steps
Review current insurance contracts
List all accepted insurance plans
Specify payment methods accepted
Add any payment assistance programs
Include relevant payment policies
Update as contracts change
Monitor which insurance/payment options generate most leads