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THNP1-I-1586
THNP1-I-1586
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Status
Completed
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Categories
Clients & Groups
Created by
Guest
Created on
May 24, 2019
RELATED IDEAS
Display co-insurance in left sidebar when viewing a client's details
Display insured ID # in left sidebar when viewing client details
Make it more obvious where to add a client's insurance
Report of clients by insurance payer
Add columns for Client Balance and Insurance Balance to Client List
Add secondary insurance payer to client sidebar section
Add "Insurance" as Relationship to Client option in Contact Log entries
Report on clients with insurance
Add DOB to Bill to and Insurance tab of clients
Search insurers when adding an insurer to a client
Add easy reference insurance items to client details sidebar
I'd love to quickly see the clients insurance opposed to looking it up.
App Type
TheraNest App
ADMIN RESPONSE
Aug 23, 2024
We now show top-level client details in the sidebar navigation menu, letting you easily reference this info when accessing other client profile pages.
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