Cards on file: change a card or ID, add a second plan
3 min read · Updated November 12, 2026
Every patient's page has a Cards on file section. It holds the insurance card, front and back, any second card, and the patient's photo ID. Under each photo is when it was added, for example "Added Oct 5, 2026, 4:13 PM". Click a photo to see it large.
Each one has its own button:
- Change card: the patient has a new insurance card.
- Change ID: the patient has a new driver's license or other photo ID.
- + Add a secondary card: the patient has a second plan. It shows when there is no secondary card on file yet.
Change a card
- Open the patient's page and click Change card on the card that changed.
- Drop a photo of the new card, front and back, or take it with your phone or this computer's camera. We read it and fill in the details.
- The window shows what is on their record now beside what the new card says. Fix anything we read wrong.
- Click save. We ask before anything is checked: Re-verify with the new card? Pick Save and re-verify to run the check now, or Save, verify later.
- The same card (same company, same member ID) only gets the new photos. Nothing else changes and nothing is checked.
- A different card takes the old card's place. The old card is kept in the patient's history, and every check run on it stays in Verification history.
- Their other card dropped here is named, and is not saved twice.
Change the photo ID
Click Change ID and drop the new ID. We show what it says beside their record: name, date of birth and address.
- A different address can be put on their record with one tick: "Change the address on their record to the one on this ID".
- A different name or birth date is pointed out, but never changed on their record from an ID. Change those yourself if they are wrong.
- The ID number is never read or kept, only the photo.
Add a secondary card
Click + Add a secondary card and drop the second card, or type it in. It is saved as the patient's secondary plan. We ask before it is checked.
Add the plan that pays first
Sometimes the carrier says another plan pays first, or that the card on file is a supplement (common with Medicare patients). On a medical office's patient page, the Special clauses & limitations card then offers + Add primary plan.
- Click + Add primary plan. The window says which card stays on their record as the secondary.
- Drop the primary plan's card, or type it in.
- Click Add and verify, or Add, verify later.
The patient's page then has Primary and Secondary tabs, each with its own answer and its own Re-verify.
Frequently asked questions
Does changing a card run a check by itself? No. A check runs only when you click Save and re-verify (or Add and verify).
The patient's plan ended and they have a new card. Do I delete the old one? No. Change the card. The old one stays in their history, so you can always see what was on file and when.
Can I remove a photo? Yes. Point at the photo and click remove. We ask you to confirm right there.
