Once you decide to see your new Alma provider for care, they can email you a link to create an Alma client portal account and enter your insurance information. The following video covers requesting, filling out, and submitting Alma's Insurance Information Link so that our team can proceed with reviewing your insurance details for eligibility.
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Under Alma’s insurance program, we verify your eligibility and payment responsibility on your behalf. It’s crucial that you provide Alma with the most accurate and up-to-date information to ensure that we can stay on top of eligibility, payment responsibility, and proper claim submission. Your estimated copay is based on the information your insurance carrier shares with us.
Here you’ll find a step-by-step guide on how to enter your insurance information into the Alma portal, as well as some helpful tips on locating all of your necessary insurance details!
| Please note that Alma clients generally do not have access to a client portal, and therefore do not need to log into a portal to add insurance information. Instead, you will enter your insurance information through a secure link sent from your provider via email. If at any point you need to update your insurance information, please reach out to your provider to request a new secure link. |
How to Add Insurance Information
Before your first session, you’ll receive an email from Alma with a link to enter your insurance information. You can find a full video guide at the top of this article.
Step 1 - Basic Information
Enter your name, date of birth, and sex* exactly as they appear on your insurance card.
If you are filling out insurance details on someone else’s behalf, enter the name, date of birth, and sex of the person seeking care.
*We are committed to gender inclusivity throughout the experience of finding and seeing a provider on Alma’s platform, and we understand that the selections for “sex” do not capture the broad range of gender expression. However, “sex” is a required field on the insurance claims your provider files on your behalf.
Step 2 - Insurance Details
You’ll then be asked to enter in the specifics of your insurance details. Again, these details should be filled out for the person seeking care.
- Insurance provider
- Member ID and group number
- The address on file with your insurance company
Step 3 - Add an Insurance Card
Upload a photo of the front and back of your insurance card. Please note that this is required for all Cigna and Blue Cross Blue Shield plans, and is strongly encouraged for all health plans. Photos can help our team verify benefits, file claims, and troubleshoot any insurance issues that may come up.
Step 4 - Insurance Policy Holder
Here, you’ll be asked to indicate whether you are the policy holder (i.e., you have health insurance, either a self-paid plan or through your employer) or if you are a dependent (i.e., you have health insurance through a guardian, spouse, etc.). If you are a dependent, you’ll be asked to enter the policy holder’s full name and date of birth in the next step.
This information is incredibly important in helping the Alma team ensure that claims are filed accurately.
Step 5 - Policy Holder Information
If you selected No, [the person seeking care] is covered under someone else’s insurance in the previous step, you’ll be asked to enter the following information for the policy holder.
- First name
- Last name
- Date of birth
Step 6 - Review Insurance Information
In the final step, you’ll be asked to review the insurance information you entered to make sure everything looks correct. When you’re done, check the box at the bottom to verify that the insurance details provided are accurate to the best of your knowledge, and select “Submit information.”
Updating Your Insurance Information
If your insurance plan has changed, you will need to update them through Alma so our team can review and confirm eligibility for your provider’s care. To update your insurance details, contact your provider directly and they will send you a new link to add your insurance details, or update them through the Alma portal on your behalf.
Adding Upcoming Insurance Information
To minimize the risk of interruptions in care from your Alma provider, it’s important that you share details for your upcoming insurance plan if it is set to change.
Most insurance plans expire at the end of the year. Alma emails active clients to request upcoming insurance details, or validate your current insurance details if they will stay the same in the coming year.
From these emails, you can click Add upcoming insurance or My insurance is not changing.
If your insurance plan will not change in the coming year, click My insurance is not changing and then select Yes, my current insurance isn’t changing.
When you click Add upcoming insurance details, you’ll be prompted to enter your new plan details and images of your new insurance card. Adding photos of your insurance card is important as it helps our team clarify any potential errors in plan details and avoid incorrect eligibility checks.
Follow the prompts and review all information you’ve entered before clicking Submit.