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Status Completed
Categories Clients & Groups
Created by Guest
Created on Jul 30, 2019

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Add secondary insurance payer to client sidebar section

If a client has an active secondary insurance payer saved to their profile then show it in the client sidebar like primary insurance is now.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We're excited to let you know this suggestion has been implemented! Today we released an update to the Client sidebar to display the secondary insurance payer if the client has one on file. We are continuously working to improve TheraNest and we appreciate your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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  • Guest
    Reply
    |     Mar 1, 2020
    Please Add Client's Secondary insurance to the client's side bar as a helpful reminder that a client has more than one insurance to be billed out too.
  • Guest
    Reply
    |     Jan 21, 2020
    it would be nice to see if the client has a secondary ins listed also under the sidebar when posting primary payments
  • Guest
    Reply
    |     Sep 7, 2019
    I appreciate seeing the client’s primary insurance and dob in the upper left hand corner. I would love to also be able to see if client has a secondary insurance.