client is requesting an option to search by Insurance Class when searching for a Plan in a Patient's Plan Sets tab
When in a Practice Management -Patient (F5) -Plan Sets tab and placing a % sign in the Plan Id Field the Plan search window pulls up.
They would like to be able to either Search by Insurance Class or show the Insurance class in that window to be able to Sort by Insurance Class. They frequently see patients that do not have their ID card so they do not know address of the Plan.
They would also like the Insurance Class attached to the Plan that they have selected to display in the Plan Sets window once you add the Plan. Currently it does not.
2
votes
Jodi Kishel
shared this idea