video1.0<iframe src="https://www.loom.com/embed/ed79ee35d9c2464d926d87b03b7c7c1a" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/ed79ee35d9c2464d926d87b03b7c7c1a-c5aff3e6b9f6ab52.gif206.166In this video, I walk you through how to add and edit your insurance information in our newly updated CRM. You'll notice a sleek user interface that streamlines your workflow, making it easier to manage insurance details. I explain how to mark insurances as active, which allows your team to view them in the CRM, and how to configure online scheduling options based on insurance selections. Please ensure you familiarize yourself with these features and update the insurance list as needed. Let's enhance our practice's efficiency together!