Update Your Insurance Information in the Alma Client Portal

Use this article to learn when to update your insurance information and how to keep it up to date to avoid eligibility, billing, and claims issues.

When Should You Update Your Insurance Information?

Update your information in the client portal when you:

• enroll in a new insurance plan.
• receive a new insurance card with updated plan information 
• Your Member ID or Group Number changes.
• Your employer changes your insurance coverage.
• Your primary or secondary insurance changes.
• Your previous coverage ends.
• You know your insurance will change in the future.

Why Should You Keep Your Insurance Information Updated?

Alma uses your insurance information to:

• Verify your benefits.
• Estimate your session costs.
• Process insurance claims.

Outdated or incorrect insurance information may result in delays, incorrect cost estimates, or claim issues.

Update or Add Upcoming Insurance Information

If your insurance information changes, update it as soon as possible to help ensure your eligibility, cost estimates, billing, and claims are processed correctly.

If you know your coverage will change in the future, you can add your new insurance information before your plan becomes active.

To update your current insurance or add upcoming coverage, contact your provider. They can send you a secure link to submit your new insurance information or update it on your behalf through the Alma portal.

To update from the email: 

1. Select Confirm your Benefits
2. Log in to or create your Alma Client Portal account.
3. Find the Confirm your Benefits task and select Start.
4. Select whether your current insurance will change.
5. If your insurance is changing, enter your upcoming insurance information and upload images of your new insurance card.
6. Review your information and select Submit.

What Happens After You Update Your Insurance?

Alma will use your updated information to verify your eligibility and benefits. You may receive an updated estimate of the session cost based on the information you provide. 

For more information, see How Alma Checks Your Insurance and Estimates Your Costs.

What if You’re Unsure Whether Your Coverage Changed?

Contact your insurance company using the phone number on the back of your insurance card.

Ask them to confirm:

• Whether your coverage is active.
• Your coverage effective date.
• Whether your Member ID or Group Number has changed.
• Your deductible, copay, or coinsurance.
• Whether you have primary or secondary insurance coverage.

For more guidance, see Contacting Your Insurance Carrier.

What if Your Insurance Is Not Changing?

Alma may ask you to confirm your insurance information before the start of a new benefit year.

If your insurance is not changing:

1. Select Confirm your Benefits from the email you receive from Alma.
2. Log in to the Alma Client Portal.
3. Find the Confirm your Benefits task and select Start.
4. Select Yes, my current insurance isn’t changing.
5. Review and submit your information.

For more information about insurance changes and benefit renewals, see Prepare for new Year  Insurance Changes.

What if You Don’t See Your Insurance Plan?

If Alma accepts your insurance but you don’t see it as an option, you may still have options. See: Can I use my Insurance plan at Alma?