Ensure the scroll bar is always visible within any of the claim tabs, so you can easily navigate through information without needing to scroll back to the top or bottom of the page. This allows quick access to all columns, even those that may not ...
Intake forms should be mobile-friendly, meaning clients should be able to successfully complete them from their cellular devices. Several clients have mentioned that they cannot successfully save and submit intake forms when completing them on the...
My state allows me to pass on credit card processing fees to clients. Allow those charges to automatically be applied to the client when processing a credit card payment.
Specify who gets notified of completed intake forms
Allow me to specify who gets notified when a client completes an intake form. As an admin, I want to be notified when any client completes a form without having to be assigned to every client. We also have intake coordinators who need to be notifi...