Learn how to add, view, and manage insurance policies for your patients in Suno. Insurance policies store carrier information, policyholder details, benefits, and card images all in one place.
Before You Begin
Have the following information ready from the patient's insurance card:
Insurance carrier name
Member ID
Group number (if applicable)
Policyholder's personal and contact details
Policy effective and expiration dates (if applicable)
Navigating to Insurance Policies
Open the patient's profile by searching for or selecting the patient.
In the patient sidebar, click Insurance Policies.
You will see two tabs:
Active Insurance Policies - currently active policies
Inactive Insurance Policies - expired or deactivated policies
Adding a New Insurance Policy
From the Insurance Policies section, click the + New Insurance Policy button in the top-right corner. This opens a multi-step form with four sections. Complete each section and click Next to proceed.
Step 1: Policy Details
Field | Required | Description |
Policy Category | No | Choose from Primary, Secondary, Tertiary, or Other. If the patient already has a Primary policy, this defaults to Secondary. |
Insurance Carrier | Yes | Search for and select the insurance company. If the carrier does not exist, you can add a new one directly from this field. |
Member ID | Yes | The unique member/subscriber ID printed on the insurance card. |
Group Number | No | The group number from the insurance card, if applicable. |
Insurance Plan/Program Name | No | The name of the specific plan (e.g., "Blue Choice PPO"). |
Policy Type | No | Select the plan type: Commercial, PPO, HMO, EPO, POS, SNP, Medicaid, Workers Compensation, Third Party, Medicare, Supplement, or HDHP. |
Effective Date | No | The date the policy coverage begins (MM/DD/YYYY). |
Expiration Date | No | The date the policy coverage ends (MM/DD/YYYY). Policies are automatically marked inactive when they expire. |
Insurance Company Contact Number | No | The phone number printed on the insurance card. This auto-fills if the selected carrier has a phone number on file. |
Step 2: Policy Holder Details
Field | Required | Description |
Relation to Insurer | Yes | The policyholder's relationship to the patient. Options include: Self, Spouse, Sibling, Parent, Child, Partner, Caregiver, Friend, Grandchild, Guardian, Relative, or Other. |
First Name | Yes | Policyholder's first name. |
Middle Name | No | Policyholder's middle name. |
Last Name | Yes | Policyholder's last name. |
Sex | Yes | Policyholder's sex. |
Date of Birth | Varies | Policyholder's date of birth (MM/DD/YYYY). May be required depending on your practice settings. |
Employer Name | No | Policyholder's employer, if applicable. |
Tip: When you select Self as the relationship, the policyholder fields automatically populate with the patient's information. This saves time when the patient is their own policyholder.
Step 3: Policy Holder Contact
Field | Required | Description |
Address Line 1 | Yes | Policyholder's street address. |
Address Line 2 | No | Apartment, suite, or unit number. |
City | Yes | Policyholder's city. |
State | Yes | Select the state or province from the dropdown. The options adjust based on the country (U.S. states, Canadian provinces, or U.S. Virgin Islands territories). |
ZIP Code | Yes | Policyholder's ZIP or postal code. Validated based on the selected country. |
Phone | No | Policyholder's phone number. |
Tip: If the policyholder's relationship is not "Self," a Same Address as Patient checkbox appears. Check this box to auto-fill the address fields with the patient's address on file.
Step 4: Notes
Field | Required | Description |
Notes | No | Free-text field for any additional policy information, special instructions, or internal notes. |
After completing all four steps, click Save to create the policy. A confirmation message will appear, and you will be redirected to the new policy's detail page.
Viewing and Editing an Existing Policy
To open a policy's full detail view, click the three-dot menu icon (to the right of the pencil icon on the policy row) and select the option to view details.
The detail page is organized into expandable sections:
Policy Details - Carrier, Member ID, Group Number, plan info, dates, and an Active toggle
Policy Holder Details - Name, relationship, date of birth, employer
Policy Holder Contact Details - Address and phone number
Benefits - Hearing Aid Benefit, Deductible, and Co-pay amounts
Notes - Free-text notes about the policy
Prior-Authorization Codes - Add prior-authorization codes to be used during filing
Insurance Card Photos - Front and back images of the insurance card
To edit a section:
Click the section header to expand it.
Click the Edit (pencil) icon in the top-right corner of the section.
Make your changes.
Click Save to apply, or Cancel to discard your changes.
Managing the Active status:
You can toggle a policy's Active checkbox directly from the Policy Details section without entering edit mode. Deactivating a policy moves it to the Inactive Insurance Policies tab.
Note: Policies with an expiration date are automatically deactivated when the date passes. You do not need to manually deactivate expired policies.
Uploading Insurance Card Photos
From the policy detail page, scroll to the Insurance Card Photos section:
Hover over the image placeholder for Insurance Card Front or Insurance Card Back.
Select Change Photo to upload or scan an image.
Choose a file from your computer or use the scan option.
The image is saved automatically after upload.
You can click on an uploaded card image to view it in full size.
Editing a Policy from the List View
You can also make quick edits directly from the insurance policies list without opening the full detail page:
Click the Edit (pencil) icon on the policy row.
Update fields such as Insurance Carrier, Member ID, Policy Category, Policy Type, dates, and benefit amounts inline.
Click Save to apply your changes.
Deleting an Insurance Policy
Open the policy detail page using the three-dot menu icon on the policy row.
Use the delete option to remove the policy.
Confirm the deletion when prompted.
Warning: Deleting an insurance policy is permanent and cannot be undone. Consider deactivating a policy instead if you want to preserve the record for historical purposes.
How Policy Categories Work
Suno supports four policy categories:
Category | Description |
Primary | The patient's main insurance policy. Only one active Primary policy is allowed at a time. |
Secondary | A supplemental policy that may cover costs not paid by the Primary policy. |
Tertiary | A third-level policy for additional coverage. |
Other | Any other type of insurance policy. |
When adding a new policy:
If no active Primary policy exists, the new policy defaults to Primary.
If an active Primary policy already exists, the new policy defaults to Secondary.
You can override the category at any time.
If you assign a new policy as Primary while an active Primary policy already exists, the existing Primary policy is automatically reclassified as Secondary.
Frequently Asked Questions
Can a patient have multiple active insurance policies? Yes. A patient can have one active Primary policy and multiple Secondary, Tertiary, or Other policies at the same time.
What happens when a policy expires? Suno automatically marks policies as inactive when their expiration date has passed. You will see them move to the Inactive Insurance Policies tab.
Can I reactivate an inactive policy? Yes. Open the policy and toggle the Active checkbox back on from the Policy Details section.
The Insurance Carrier I need is not in the list. What should I do? When searching for a carrier in the Insurance Carrier field, you can add a new one if it does not appear in the search results. Use the add option directly within the field.
Is there a way to view the patient's insurance intake form submission? Yes. If the policy was created from a patient intake form, a View Insurance Intake Form Submission button appears at the top of the policy detail page.