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TheraNest Ideas Portal
Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Jan 4, 2022

Display insured ID # in left sidebar when viewing client details

When viewing a client's details, display their insured ID # for their primary insurance in the left sidebar so I can quickly view that information without going to another tab.
App Type TheraNest App
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  • Guest
    Reply
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    Jan 2, 2022
    The client info tab currently on shows "date of birth" "age" "primary insurance" "client id" only. Can you please add "client insurance number" to show here?
  • Guest
    Reply
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    Aug 19, 2020
    It would be a fabulous idea to be able to further customize the left bar on the individual client pages. Right now, the Client ID# was added, and this is distracting in our office as we do not use that number ever. It would be great to be able to customize this like we can on the client list ('customize grid'). I would love to be able to see the client's primary insurance ID# there as this would be more useful in our practice.
  • Guest
    Reply
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    Mar 24, 2019
    Add the client insurance type on detailed page