Karli W
My feedback
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4 votesKarli W
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22 votes
An error occurred while saving the comment Karli W
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8 votes
An error occurred while saving the comment Karli W
commented
It would be a fabulous idea to be able to further customize the left bar on the individual client pages. Right now, the Client ID# was added, and this is distracting in our office as we do not use that number ever. It would be great to be able to customize this like we can on the client list ('customize grid'). I would love to be able to see the client's primary insurance ID# there as this would be more useful in our practice.
Karli W
supported this idea
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In the Bill to & Insurance info there is an option to put in the client's deductible amount. It would be a great idea to be able to put in the client's deductible amount, what is remaining, the contracted rate, etc. and get notifications via email on when a client would *theoretically* meet their deductible (as in, if it would only take about 5 sessions to reach it, we would get a notification that they likely met their deductible even if the claims weren't fully processed or the client is missing payment. To stay ahead of the game, you know?) This could also work with a client's copay and their OOP amounts as well.