Your Insurance Settings are where you indicate the carriers and plans you’re contracted with so patients know whether you’re in-network. It’s important to keep this information accurate and up-to-date because it’s how patients identify whether you’re in-network when booking with you on any of our online scheduling options - the Zocdoc Marketplace, Google, or your website.
Where do I go to update the insurance I'm in-network with?
Once you’ve signed into your practice’s account, select Your Name, then Settings, and, finally, the Insurance tab.
Note: Some practices now have access to an updated Insurance Settings experience that makes it easier to manage insurances for all providers in one place. If your Insurance Settings page displays a list of insurances instead of providers, you're using the previous version and should refer to this article instead.
How do I make changes to my insurance settings?
In your Insurance Settings, you can easily indicate the insurance you’re contracted with so patients know whether you’re in-network. Start by selecting the provider or providers whose insurance settings you’d like to update.
You can search by provider name or use filters like specialty, location, carrier, program, or plan-type to help narrow your results. Once you find the right provider(s), check the box next to their name. You can also expand the row to select specific locations for each provider, if applicable.
After selecting the providers you wish to edit, select Add, Remove, or Replace to begin making changes.
Adding insurances
Select the carriers you want to add for the selected providers. For each carrier, you can select the types of plans you’re in-network with, which are grouped by the programs offered by the carrier (like commercial or ACA marketplace). Select see plans to view all available plans and adjust your selections if needed. Click Save to add the insurance to the selected providers’ profile.
Removing insurances
Select the carriers you want to remove for the selected providers. As with adding, you can select types of plans you’d like to remove, or click see plans to remove individual plans. Click Save to remove them from the selected providers’ profile.
Replacing insurances, including copying from another provider
To replace existing insurances for selected providers, choose the carriers and pan types you’d like to list instead. If another provider already has the correct insurances, you can copy their settings by clicking Copy insurances and selecting the profile to copy. Click Save to update the insurances for the selected providers.
Tips
Regularly review your insurance settings to make sure your insurances are comprehensive, accurate, and up-to-date, especially when your contracts change. We recommend reviewing your settings at least once a year, and anytime a new provider joins your practice.
If you receive a booking for a plan you are actually no longer in network with, remove it from your insurance settings so patients see that you’re out-of-network with that plan. The appointment card includes the patient’s carrier and plan name. Find the carrier in your insurance settings, then click see plans to find and remove the individual plan. While you’re there, review other plans you’ve listed in the same category to make sure everything looks right.
Frequently asked questions
I still have the old Insurance Settings experience. Can I update my account so that I can make edits to individual providers?
The new Insurance Settings experience is rolling out to practices throughout 2025, so you’ll see the update soon. If you need to update your account so providers have different insurance settings from each other, let us know and we can update your account.
What do patients see when they’re booking with an out-of-network provider?
The majority of patients book with insurance and are looking to stay in-network. If a patient chooses to book with an out-of-network provider, they see a gray “out of network” icon on the provider’s profile and at booking.
Tip: For the best results on Zocdoc, make sure your insurance settings are comprehensive, accurate, and up-to-date. See our best practices guide.