Adding insurance
If your profile doesn’t currently have an active insurance plan on file, follow these steps to get set up:
Step 1: Navigate to the Billing section
On the app: Open the app, go to the 'Billing' tab, and tap the 'Add insurance' button.
On the web portal: Log in to your Circle Medical account, click the 'Billing' tab in the top left, and click the 'Add insurance' button.
Step 2: Select your insurance and upload your card
Search for and select your Insurance from the list.
Select 'Upload insurance card' and follow the prompts on the screen.
Select 'Verify insurance' to complete the process.
Adding insurance without a physical card
If you don't have your physical card with you, select ‘Enter details manually instead’ to type in your Member ID, then click 'Verify insurance'.
Once you receive your physical card in the mail, you can go back and add your photos at any time by following our steps on uploading pictures of your insurance card.
Updating or replacing existing insurance
If you already have insurance on file but recently changed plans, switched jobs, or need to update your insurance, follow these steps:
Step 1: Navigate to the Billing section
On the app: Open the app, go to the 'Billing' tab, and tap the 'Replace primary insurance' button.
On the web portal: Log in to your Circle Medical account, click the 'Billing' tab on the top left, and click 'Replace' (located just below your current insurance information).
Step 2: Enter your new plan details
Search for and select your new insurance.
Select 'Upload insurance card' to take or upload photos of your new card. (If you only have your new Member ID right now, select ‘Enter details manually instead’).
Tap/click 'Verify insurance' to save your updated plan.
Removing your insurance
If you no longer have insurance coverage or prefer to self-pay for your visits, you can remove your current plan from your profile.
Step 1: Navigate to the Billing section
On the app: Open the app and go to the 'Billing' tab.
On the web portal: Log in to your Circle Medical account and click the 'Billing' tab in the top left.
Step 2: Remove the plan
On the app: Tap directly on your active insurance plan, tap the trash icon in the top right corner, and select 'Yes' to confirm.
On the Web Portal: Click 'View' to the right of your insurance information, then click the 'Remove' button, and select 'Yes' to confirm.