OMS associates
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4 votes
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3 votes
You can add notes both in “Quick Notes” (on the right-hand side) and in the communications tab, will either of these note fields capture the functionality that you need?
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15 votes
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OMS associates
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4 votes
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OMS associates
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41 votes
Hey All,
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!
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11 votes
We appreciate the feedback, thanks.
OMS associates
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5 votes
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OMS associates
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12 votes
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OMS associates
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No that will not work you need to have the info to be seen on the general tab. you should not have to look multiple places for the information. It should be readily available instead of going around the tree 3 times