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ability to select insurance companies that will show in the drop down

It would be helpful to be able to set up our main account so that only select insurance companies are visible when selecting payors for clients.  It can be hard for office staff to remember which option they need to select when there are multiple options for the same insurance company.

  • Guest
  • Oct 9 2018
  • Already exists
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  • Guest commented
    10 Oct, 2018 02:02pm

    Hi! This feature already exists within CentralReach. Log into the Org admin account, then navigate to My Profile > Ext. Profile > Accepted Insurances. Any insurance payors added to this list will be the only ones that show in the payor dropdown list throughout the system.