WebPT Ideas and Discovery

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Pulling client by Identifier and Secondary Insurance

It would be very helpful to have several Identifier Boxes for each client so that we could pull by any given identifier pertaining to the client. For example, if a client has been put on hold or is in collections, we could pull by any of the Identifiers assigned to that client. Additionally, it would be very helpful to be able to pull a client by their Secondary insurance as well.

  • Guest
  • Jun 29 2021
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