If I could make one change to the system, it would be to add the ID/PMI field to the main page of the Client Module, so I can at a glance have all the information I need when making a call to an insurance company without having to flip back-and-forth between tabs.
Thanks Richard! The new version will have this capability. Thanks for you input!
When interviewing a potential client for intake how have you used procentive to complete the clients phone interview without making them an active client? Is there a "wait list" option. I have had them put our phone interview sheet together but didn't realize that I would have to give them a client profile, I issue with that is, if they decide to not come then what?
QR code on client Statements
QR Codes have become increasingly popular as a quick and easy way to share information. We are seeing them more and more on printed patient statements.
Could Procentive add them to our patient statements? With one scan, patients can be instantly directed to pay their bill online.
Just wanted to say thank you on the great job done with adding the ability to add descriptions and archive documents in the payers tab! The new features there have been more useful than I anticipated.
Customer support service by UserEcho