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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jan 11, 2021

Add insured ID # as customized grid option for clients list

When viewing the list of clients, allow me to include their insured ID #.
App Type TheraNest App
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  • Steven Clemons, Jr.
    Reply
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    Feb 7, 2024
    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.
  • Guest
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    Nov 2, 2023
    Would love to add a column for all clients under customizr grid of Insurance ID's to easily check availity all at once
  • Guest
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    Aug 30, 2023
    Can you please add insurance info in ' customizer grid' under clients tab for easy access. That would be so helpful. Thank you!
  • Guest
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    Aug 25, 2023
    Please add Insurance ID # as an option to select under customize grid on the client tab!
  • Guest
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    Jan 18, 2023
    Add Insurance ID # to the options on the client tab - so I can select the ID # when I want to print a report!!
  • Guest
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    Feb 23, 2022
    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.
  • Guest
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    Jan 24, 2022
    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:)