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The Insurance & Partners settings page lets you choose which insurance providers each of your branches works with. Patients can then select their insurer at intake, and staff can record the coverage details. Navigate to Dashboard → Settings → Insurance & Partners.
This section is only available for accounts that include a lab or radiology centre. It does not appear for clinic-only accounts.

How it works

Kashfy maintains a list of insurance providers (sourced from major Egyptian insurers). For each of your branches, you toggle which providers it accepts. A branch can accept multiple insurance companies. Once configured, the intake flow for that branch shows the accepted insurers, and staff can record a patient’s insurance at the point of intake.

Selecting insurance providers per branch

  1. On the Insurance & Partners page, you will see a list of your branches (lab and radiology branches only).
  2. For each branch, open its section and toggle the insurers it accepts.
  3. Changes are saved automatically.
Only branches with a lab or radiology kind are shown. Pure clinic branches do not appear here.

Who can edit

Only Owners and Admins can change insurance settings. Employees with a read-only role will see the settings but cannot toggle providers.

Insurance providers list

The list of available providers is managed at the platform level and includes the major Egyptian insurance companies and managed care organizations. If a provider you work with is missing, contact Kashfy support to have it added.

Lab Intake

How patients are registered for lab tests.

Radiology Intake

How patients are registered for scans.