Indicate on an appointment whether insurance has been verified and/or X-Rays have been received.
There are markers on the schedule for patient's with latex allgeries or when you receive the prothetics from a denta lab. It would be fabulous if there were indicators on the schedule that shows that the insurace has been verified and that xrays have been received.
We’re doing some research on this idea to see where it could fit into our roadmap. We have the following questions for you all, and would appreciate as much feedback as you can provide.
1. For the insurance verification icon, what method do you use to verify your insurance, and would it be acceptable for this to be a manually set checkbox on the appointment?
2. What do you think these icons should look like, and where would you like them to show on the appointment? Near the other icons? In a completely new space?
Let me know what your answers are, and we’ll keep you updated on the status of this idea!
Jenee Doucet commented
1. We physically call or go online, but a manually set checkbox on the appointment would be ideal. The point to the request is to be able to know at a glance if everything has been received.
2. The icons should show up on the appointment similar to latex allergy or when we have the lab case received. For the x-ray the icon could look like a tiny x-ray or tooth and for the insurance, you could use the same umbrella symbol you do for the insurance profile tab and have a green check mark on or near it.
Shelda Spencer commented
What we do in our office for the insurance issue is change the foreground to Dark Blue when the patients insurance has been verified. So on our schedule now all patients who are ready to go ins or cash are Dark Blue Foreground (font) We also use Trojan to verify some of the benefits so those are turned green when we are waiting for the benefits from Trojan. We turn pts foreground red for pts that we need additional ins info from and are waiting for pts to call us back. Try it out! This system has made life a lot easier for us.
Jared Boudreau commented
This needs to be a customized list. Even upload your own icons to show, would be fantastic to have basic "glance flags", the callback list, cancellation list, multiple little flags that show all sorts of things, just by looking down the schedule. I think I'll make a new request for custom schedule flags.