Skip to Main Content
TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Feb 27, 2024

Add verified date to client's insurer

When adding or editing insurance to a client and specifying who the client's insurance was last verified by, allow me to also note the date it was last verified.
App Type TheraNest App
  • Attach files
  • Guest
    Reply
    |
    Feb 20, 2024
    add under the bills to & insurance tab the date insurance was last verified along with the name of person who verified insurance.