Display insurance name and ID on client contact card on Agenda
Our providers often use unique billing codes based on insurance type. This means a provider often has to navigate to the client details screen and then the “Insurance Info” section to view this. It would be so much easier (and fewer clicks) if this could be displayed alongside the client’s name on the agenda screen.

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Lisa Briggs commented
It would be great if we could see the clients Insurance company name on the calendar as well as the agenda view.
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Lisa Briggs commented
This feature would be a huge benefit. Other programs I have worked with have this feature. When you open up the agenda, you can see the Insurance name as well as the Copay amount. They also allow you to hoover the copay amount in the Staff calendar to see the insurance name for the client.
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Heather Lindsey commented
It would be helpful if the agenda showed the client's insurance.
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Elizabeth Cid commented
can we add "Insurer" on the Agenda page?
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Allyson Smith commented
It would be great if we could see not only the copay but who the insurance provider is on the agenda page.
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Lyndi Espique commented
Agreed. Right now I have made separate billing options to distinguish it. For example: Individual Session- Aetna, Intake Session- Cigna
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Michelle Inauen commented
I would also like to be able to pull up a list of just certain insurances. For example I would like to pull a list with all Cigna.
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Desiree Burton commented
To make sure the correct service type is in it would be nice to see the primary insurance on the agenda page.
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Stefani Yorgason commented
I'd like to be able to see the clients insurance company name on the Agenda.
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Terri Boswell commented
Please add the clients Insurance on the Agenda tab.
Doesn't have to be huge and the whole name, just so we can see it from the Agenda Tab!! As soon as possible please!! -
Terri Boswell commented
Please add the clients Insurance on the Agenda tab.
Doesn't have to be huge and the whole name, just so we can see it from the Agenda Tab!! As soon as possible please!! -
Bill B commented
It is handy to know which insurance company the client is with so it would be nice to have Insurance company displayed under the Client's name in the various client screens.
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Michael Weidman commented
Our providers often use unique billing codes based on insurance type. This means a provider often has to navigate to the client details screen and then the "Insurance Info" section to view this. It would be so much easier (and fewer clicks) if this could be displayed alongside the client's name on the agenda screen.