Caitlin Crowder
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10 votesCaitlin Crowder
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9 votes
An error occurred while saving the comment Caitlin Crowder
commented
Hello, We are wondering if in the "Awaiting Submission" area the "Client Flags" can be added into the options to pick from under the "Customize Grid". Thank you so much!
Caitlin Crowder
supported this idea
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6 votes
An error occurred while saving the comment Caitlin Crowder
commented
Is there a way to add a client portal form that would update the insurance information into the clients file automatically when the client fills out the form with their insurance information, including a plan start date? This would be very helpful for clients that are changing plan for the New Year. Thank you.
Caitlin Crowder
supported this idea
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3 votes
An error occurred while saving the comment Caitlin Crowder
commented
In the report for "Invoice Aging" can there be a way to search by the status of the claim? Example being search by "awaiting submission", "in progress", "paid/processed"? This would be very helpful with tracking. Thank you!
Caitlin Crowder
supported this idea
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38 votes
An error occurred while saving the comment Caitlin Crowder
commented
Hello, We would like the option to add an additional status to the drop down that includes the kept, cancel, late cancel, no show and reschedule options. Thank you
Caitlin Crowder
supported this idea
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In the "staff" area, when you enter the clinicians license number, can a spot with the expiration date be added, and can that area send the clinician and their supervisor a reminder when the expiration date is upcoming? Thank you so much!