Adding a filter on the client list page to show insurance ID's. We had a larger employer group change insurance carriers this year where we became out of network. Trying to pull every client with this insurance to contact was challenging on our part since we can't see ID numbers on the client list page.
It would be helpful to be able to search for a client by Insured/Member ID. I would imagine this could easily be added as a report or as an additional column under the client tab.
It would be wonderful if you could add the client's insurance ID numbers as an option in the client customize grid or have some kind of report to pull to get a list of all the client's information along with their ID numbers. It takes forever to go to each one and pull the numbers to check on claims, eligibilities, etc.. This would be an awesome feature! Thank you:)
