NexoPad

Template to request insurance information from a patient

To ask a patient for their insurance details or explain an outstanding payment.

HealthcareTone: Professional70 words
Hi customer name, To finish processing your Regarding, we need a few details: • The name of your insurance provider, if you have one. • Your policy or member ID number. • A photo of the front and back of your insurance card. Payment information You can send us the details by replying to this message. We'll keep them confidential and use them only to manage your care. Best regards,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it or copy it

    Click “Add to NexoPad” if you have the extension, or “Copy for NexoPad”: it’s copied with its variables.

  2. 2Create the snippet

    In NexoPad, create a new snippet, paste the text and give it the shortcut /insurance.

  3. 3Type it anywhere

    In Gmail, Zendesk or any website, type /insurance and fill in the blanks.