WebPT Ideas and Discovery

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Have multiple Identifiers and be able to search by them

We use the Identifiers for so many things. Often we have to choose which is the most important one because you can only add one. We use them to indicate if we have a credit card on file, if they have been discharged but we are waiting on something before closing the account, for visit limits, to show if the account is in collections, etc. It would also be SO helpful if this was one of the filter options under Clients. This way we could pull all clients that are waiting to be discharged, or need an auth after so many visits, or who is in collections, etc.

  • Guest
  • Jun 14 2021
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