Client search
Having issues this morning searching clients. Try searching and it keeps erroring out. Tried logging out and logging back in but did not change.
Error message in Client module
Unable to access account information in the Client module....getting continuous error messages.
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?
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?
I accidentally saved an extra copy of the 3560 statement to the client module. Is there a way to remove the extra copy?
I saved a duplicate copy of the 3560 report to the client module. Is there a way to remove the duplicate?
What are people using for a relationship code of step child?
What are people using for a relationship code of step child?
z-codes in client module
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?
Insurance Verification
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.
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