Pre-bill before they walk in the door
Clients fill in their insurance provider, policy number, and coverage type through their intake form — before the appointment. Your front desk or therapist submits the claim in the insurance portal while there's still time. By the time the client arrives, checkout is done.
The client does the data entry — not your front desk
When a client books an appointment, Hivemanager.io sends their intake form automatically. They fill in their insurance provider, policy number, and whether they're claiming as a primary or secondary. That information is saved to their client record before you ever see them in person.
- Insurance details collected through the digital intake form
- Primary and secondary coverage both supported
- Add any insurance provider your clients use
- Saved to the client record — no re-collecting on repeat visits
Submit the claim before the appointment, not during it
Once the client's insurance details are in Hivemanager.io, your team can pull up the information and submit the claim in your insurance portal ahead of time. The session happens, and checkout takes seconds. No one's standing at the desk waiting while you enter a policy number.
- Insurance info visible to front desk and therapists before the appointment
- Submit in your insurer's portal on your schedule — not the client's
- Frictionless checkout — claim is already processed when they arrive
- Works with any insurance provider or benefits portal
Insurance details live in the client record, always
A client's insurance information doesn't disappear after the first visit. It stays in their record so your team has what they need for every future appointment — without asking again. If their coverage changes, they update it through the intake form and the record reflects it.
- Insurance details stored permanently in the client record
- Available for every appointment, not just the first one
- Clients can update their own details through intake if coverage changes
- Keeps the full client picture in one place alongside notes, history, and forms
Stop processing claims with clients standing at your desk.
Get the information before they arrive.