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Status Future consideration
Categories Client Portal Payments
Created by Guest
Created on Jan 18, 2023

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Prompt portal users to enter insurance information

Allow me to alert clients that have just been invited to the client portal to enter their insurance information.
App Type TheraNest Client Portal
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  • Joy Tanner
    Reply
    |     Jul 3, 2024
    Give clients option to upload photo of insurance card (front and back) and ID in client portal.
  • Guest
    Reply
    |     Jan 11, 2023
    After forms are completed, is there a way to prompt new clients to enter their insurance information?