When clients enter their address in the demographics fields on the client portal, have the state field be a drop-down field. When they type out their full state name it causes issues with claims.
Disable Billing and Insurance on the Client Portal
It would be nice to be able to disable the Insurance & Billing link that the clients see when they are in the portal. I think it's confusing for my clients since I only take one insurance.
please add a box for client's mobile number on the demographic page of the portal. right now the client would need to update their profile - and most don't even know or see that option.
