Mobile instructions for patients to send insurance cards via patient portal

Introduction

This article explains how Union Health patients can send photos of their insurance cards through the Patient Portal on a mobile device, including saving the card image, accessing the portal via the app or web browser, composing a message to the correct provider, attaching the image, and confirming before sending.

Information/What to Know

Prerequisite: Patient must be a portal user or linked to a portal account. 

Step 1: On mobile device, save a screenshot or photo of insurance card. 

Step 2: (Optional) Install Union Health mobile app for easy access to patient portal.  

Uploaded Image (Thumbnail)

 

Step 3: Open Union Health mobile app and click on Patient Portal icon (if installed) and sign in. Alternatively, open a browser such as Safari or Chrome and enter the patient portal URL and sign in. https://unionhealth.patientportal.us-1.healtheintent.com/pages/home 

Uploaded Image (Thumbnail)

           

Step 4: Click on Send a Message and complete the required fields: 

This message is sent on behalf of - Select the relevant patient. Do not send portal messages on behalf of a patient who is not linked to the portal account. Linked patients will be an option in the drop list. If additional linked patients are desired, Registration can help with proxy consent and invite. 

To - Select the relevant healthcare provider or office message pool from the drop list. 

Subject - Type “Insurance Card”. 

Attachments - Click on Choose File. Select photo from library. Click Done. 

Message - Type desired message or “see attached”. 

 

Uploaded Image (Thumbnail)

Uploaded Image (Thumbnail)

 

 Step 5: Confirm image is attached before clicking Send. 

Uploaded Image (Thumbnail)

Uploaded Image (Thumbnail)

 

Conclusion

After following this article, you should be able to send photos of your insurance cards through the Patient Portal on a mobile device. 

 

Additional Help

For additional help with the use of the Patient Portal, please contact the Help Desk at 812-238-4911.