Display insurance name and ID on client contact card on Agenda
Our providers often use unique billing codes based on insurance type. This means a provider often has to navigate to the client details screen and then the “Insurance Info” section to view this. It would be so much easier (and fewer clicks) if thi...
Create and send dynamic forms to clients that aren't intake
Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.