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Status Future consideration
Categories Calendar & Scheduling
Created by Guest
Created on Aug 6, 2021

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View client balance on appointment block

Allow me to view the client's balance on the appointment block or have a separate box appear with this information when hovering over the appointment so I don't have to leave the calendar to view this information.
App Type Provider App
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    • Guest
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      |       Nov 22, 2023
      Seeing the client's balance on the appointment block is so important - it needs to be accessed basically at a glance just like the copay because we are not opening up every client's demographics when they come in for an appointment.
    • Guest
      Reply
      |       Dec 27, 2022
      It would be nice to have client balance show on the calendar. Not what insurance owes but what the client owes. That way when clients come in that owe X amount of money from deductible/co-insurance, copay, etc., we will see that quicker.