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.
2
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Calina Childs
commented
add under the bills to & insurance tab the date insurance was last verified along with the name of person who verified insurance.