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mbusinelle
Premolar I

POP UP MESSAGE LINKED TO INSURANCE

Is there a way to link a pop up message to insurance.

Example:  We have an insurance that requires approval before we can do any procedures on the patient.  I need a pop up message for when trying to schedule an appointment that reminds us to get the approval.

 

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3 Replies
tshaw
Community Manager
Community Manager

Re: POP UP MESSAGE LINKED TO INSURANCE

@jdowner do you have any suggestions for this? 

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sonyap
First Molar I

Re: POP UP MESSAGE LINKED TO INSURANCE

@mbusinelle You should just be able to attach a yellow sticky note to that insurance.  Make it pop up "when making appointments" and "when viewing tx plans" and maybe even "on route slip" (if your clinical team reads them).

ks3m
Canine III

Re: POP UP MESSAGE LINKED TO INSURANCE

I would have a yellow sticky noted to display "when scheduling appointments" so that the appropriate measures can be taken when that appointment is scheduled.  Or a yellow sticky can be attached "when viewing treatment plan" so that you can check with insurance.  Perhaps also create a yellow sticky that would display pertaining to the insurance.  

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