Tracking clients insurance

Laura Hulsey 7 years ago in Appointments Module updated by teresa trepanier 6 years ago 1

How does your organization track which clients have had their insurance benefits verified versus those that have not been verified for outpatient appointments?  (So all administrative staff can "see" this upon intake in procentive-specifically the Appointment Module)

We use the notes tab in the client module. We have also used the notes box in the payer tab. Hope that is useful for you.

have a great day!