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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Jul 1, 2022

Display client flags on the claims tabs

Add Client Flags as a customized grid option when working in the billing claim tabs.
App Type TheraNest App
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  • Guest
    Reply
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    Mar 21, 2024
    Oftentimes there are clients where claims are not yet to be submitted because we are waiting on single case agreements or other items prior to submitting to insurance. If flags are an option in the "customize grid" feature - this will be easier to manage and keep track of. It will prevent claims being submitted incorrectly or prematurely.
  • Guest
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    Nov 15, 2023
    Hello, We are wondering if in the "Awaiting Submission" area the "Client Flags" can be added into the options to pick from under the "Customize Grid". Thank you so much!
  • Guest
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    Jun 19, 2023
    I need to be able to see client flags on my awaiting submissions tab. Can you add that as an option to customize the grid? Thanks, Shannon Townsend Psychology
  • Guest
    Reply
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    Mar 31, 2023
    Hello, We are wondering if in the "Awaiting Submission" area the "Client Flags" can be added into the options to use under the "Customize Grid". Thank you so much!
  • Jen Aldrich
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    Jul 11, 2022
    This would really help me