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.
@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).
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.