Please add a reason code PR___ (maybe PR27?) for claim denial when "services performed after insured's contract expired" so we know the claim was denied due to no insurance. This way we can contact the client right away.
Change treatment plan button to "Create/Update Existing Treatment Plan"
Once a Tx plan has been there, using the "Create Treatment Plan" button automatically makes a copy of the most recent treatment plan. Change the button to "Create/Update Existing Treatment Plan" so it's more accurate.
Guest
about 3 years ago
in Notes & Cases
0
Future consideration
Allow me to add a custom termination/archive date to the client's details. Sometimes our termination dates are based on the last appointment and sometimes they are based on the last time we contacted them.
Guest
over 3 years ago
in Clients & Groups
1
Future consideration
Allow me to view a client's secure messages from their chart so I can see all their messages in one place without having to search for them in all of my secure messages.