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TheraNest Ideas Portal
Status Completed
Categories Clients & Groups
Created by Guest
Created on Aug 11, 2014

Add Date of Birth to billing and insurance page

Perhaps it could prepopulate from the detail page?
App Type TheraNest App
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  • Guest
    Reply
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    Feb 7, 2019
    Would love to see the client's birthdate on the billing page so when I call their insurance company I don't need to flip back to client detail screen. Or, place the birthdate on top of the client detail screen so I don't need to scroll down. When I call insurance I need client insurance info, name, address and DOB.
  • Administrative Team
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    Aug 9, 2018
    Add date of birth and Insurance ID number to the same page.
  • Administrative Team
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    Aug 8, 2018
    Add date of birth of client to billing and insurance page
  • Administrative Team
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    Aug 8, 2018
    On the Bill to & Insurance screen the insurance info is on the left and the demographic info for the policy holder is on the right. Need to have date of birth of the client on the insurance page
  • Guest
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    Jun 15, 2018
    It is literally already on the Bill To & Ins screen. Ins info left, demo info on right.
  • Guest
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    Jun 15, 2018
    Put all basic info on every page, date of birth, id, name, insurance number.
  • Guest
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    Oct 19, 2017
    Anyone who does billing will know how annoying it is to have to switch screens constantly while the insurance rep is asking for information that cannot be easily accessed. At minimum, please add the patient's DOB to the billing page. It's an obvious need.
  • Guest
    Reply
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    Jul 6, 2017
    Please add the date of birth to the insurance page - it would be so helpful! Thanks.