1/26/21 - Insurance "Info" Field

​Transcript:
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. 

1. The billing module. There is a new column titled “Info” that you can sort by. This field is also included in the billing export. Once exported you can sort your excel file by this field to pull up a list of all claims with that particular item in the Info field. 
2. This field is also included in the patient export excel file. Once exported you can sort the file to find a list of all patients who have that particular item in the info field.
3. This info field can be pulled into reports. If you would like this info to automatically populate in one of your custom templates, please submit a ticket with this request. Include the name of the template and where you’d like that info to be pulled. 

​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. 

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