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Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Nov 20, 2023

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Update insurance for future date

Allow me or my clients to update their insurance information with a future start date and then have that insurance kick in on that effective date. This would be very helpful for clients who are changing plans for the new year.

App Type TheraNest App
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  • Guest
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    |     Nov 15, 2023
    Is there a way to add a client portal form that would update the insurance information into the clients file automatically when the client fills out the form with their insurance information, including a plan start date? This would be very helpful for clients that are changing plan for the New Year. Thank you.