When a caller asks "do you take my insurance?", your AI answers from the Accepted insurance card.
Where to set it
Receptionist → AI Voice → Knowledge, in the Accepted insurance card below the website import banner. The card reads "The plans you accept… Your AI shares these when callers ask 'Do you take my insurance?'"
Add your plans
- Open Receptionist → AI Voice → Knowledge.
- Under Accepted plans, type a plan and press Enter, or pick one of the common plans from the list (Aetna, Blue Cross Blue Shield, Cigna, UnitedHealthcare, Humana, Kaiser Permanente, Medicare, Medicaid, Tricare, Delta Dental, MetLife, Guardian, Anthem, Oscar Health, Optum). You can type any plan name.
- (Optional) Use Insurance notes (optional) for anything the list can't capture: out-of-network policies, superbills, plans you're phasing out. Up to 1,000 characters.
- Click Save.
The next call uses it.
What the AI does with it
When a caller asks about insurance, the AI looks up your accepted plans and notes and answers from them:
- "Yes, we accept Delta Dental."
- For a plan that isn't on the list, it says so and can take a message for your team to check.
It has no access to a patient's benefits, so it can't confirm eligibility, a copay, or that a particular visit is covered. If nothing is listed, it tells the caller to ask the office.
Multiple locations
The list is stored per location. When you have more than one location, the card adds:
- Copy from another location…: fills the card with that location's plans and notes. Review, then click Save.
- Apply to all locations: after you confirm, overwrites the accepted insurance at every location with this list. Save your edits first; the button is disabled while you have unsaved changes.
Switch location at the top of the page to edit each one on its own.