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Is it possible to use the documents module to scan in a copy of client's insurance card which could be saved in the client module?

LynnF 7 years ago in Clients Module updated by anordman 7 years ago 9

We have always kept a hard copy of the client's insurance card, but would rather be able to scan and upload it as a document and store it in the client module. Just wondering if that is possible?

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Answered

I accidentally saved an extra copy of the 3560 statement to the client module. Is there a way to remove the extra copy?

LynnF 7 years ago in Clients Module updated by Kevin Holmes 7 years ago 1

I saved a duplicate copy of the 3560 report to the client module. Is there a way to remove the duplicate?

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What are people using for a relationship code of step child?

sfoster 8 years ago in Clients Module updated 8 years ago 3

What are people using for a relationship code of step child?

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z-codes in client module

kbushman 8 years ago in Clients Module updated by Sheryl Martin 8 years ago 10

would love to hear what agencies/private practices are doing with regards to posting the z-codes in client module/diagnosis tab. Since they can't be billed do they need to be posted there rather then just on the clinical documents?

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Insurance Verification

Mandy Young 8 years ago in Clients Module updated by kimr 8 years ago 12

Does anyone have suggestions on a website to run insurance verification for multiple commercial insurance companies? One that provides Mental Health benefits on the website. Availity does not work so well for some insurance companies.