Description of request: Hyperlink plan, referring doctor and employer from patient details which then allows new plans, doctors or employers to be added without leaving patient details and going to Maintenance files.
Requested steps: on Plan tab of patient details, if the search does not return the plan, add a NEW button there to hyperlink to Maintenance Plan and allow the addition of a new plan. Repeat for referring doctor and employer
Impact on workflow: less time to add patient detail and insurance information. more efficient for staff.