Ideas

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Insurance ID number, group number, and DOB all in one easy to use screen

Instead of having the insurance number in one screen, the DOB in another, and group ID 3-4 clicks away from that, how about putting the group number, DOB, and insurance ID number all in the same screen, both in the payors screen of the contacts and on the screen that pops up when you are in a task and click on client's name.  As it is now, usually only the DOB, insurance ID, or group number pops up.  Or you have to click several times to get to the group number and when you're there, the DOB is not visible (even though you can see the ID and the group #).  This will save time with phone calls to insurance and just reduce the total amount of time it takes to get client information.

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  • Sep 25 2017
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