Exclude insurers for staff
Prevent an appointment from being scheduled with a staff member who doesn't accept a particular insurance.
5
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Alex Mockaitis
commented
Designate insurances each provider can take and allow option to prevent scheduling of non-approved insurances.
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Meagan Pack
commented
It would be extremely helpful if you could add/modify when clients are scheduling appointments they would have to select the insurance type which then brings up the available providers that accept that insurance type. Currently the system allows clients to book with a provider even if they dont accept that clients insurance which causes a lot of back tracking and headache, and frustration for the client as well.