Scheduler by Jarvis

This step will allow you to add insurance companies for selection to your online scheduling form. This can help expedite the process of patient intake.

1. Select “Add Insurance” from the gear Drop Down.

2. Enter the name of the insurance company you would like to add

3. Select the + button to add more insurance companies

4. After adding the appropriate Insurance Names, select “Add Insurance”. This will now cause them to populate on the Company Dashboard.

5. To edit or remove an insurance company, click on the three dots icon. Select “Edit” or “Remove”.

6. To make sure these insurance companies have been added select the Location to go to the Scheduler Website

7. Scroll down the page to make sure that the insurance companies are present in the drop-down

8.You can also set up the Jarvis Scheduler to display different insurance carriers based on the location. To customize the insurance carriers that are listed for a specific location, follow the below instructions:

1. Access the Jarvis Scheduler Settings Page
2. Locate the location that you want to update the displayed insurance carriers for
3. Open the action icon and select, “Manage Insurance”
4. Enable the “Override Company Insurance” toggle
5. Use the additional toggles to enable or disable an insurance carrier to be displayed or not displayed in the dropdown for a location