a year ago
Insurance Tags
Insurance Tags allow a practice to define insurance plans on another level outside of the Financial Class.
Within Insurance Plan Admin a Tags section has been added where users can either type in a new tag name or will see a dropdown of existing tags that they can choose from. Tags can be modified by clicking on the existing tag, then clicking the Edit button.
At this time tags can be used to define which form a patient should receive in Check-In Admin with the idea of instead of listing all insurance plans that should (or should not receive the forms) the practice can insert which tags (should be a shorter list).