There is a new field in the Client List titled “Info.” It is located in the “Client Insurance” section on the Edit Info page. This is a versatile field that can be used in a number of different ways depending on your needs.
How the field works:
This is a free field that you can type anything into. Whatever you type will be pulled into several different places.
How to use this field:
There are a couple of ways you can use this field. You could type private pay here so that you could sort your clients and claims. You could also type in specific sliding scale information here to sort. Any billing related information that you would like to sort by would be helpful to include here. It is important that you type the same information exactly every time so that you can sort accurately. For example, if you type “private pay” for all your clients and then one time accidentally type “private” that client will not be included when you sort by this field.
Write something about yourself. No need to be fancy, just an overview.