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robertwagner16
Canine III

Why does insurance disappear from patient's clipboard?

Our office has had this happen to us few times where the Insurance disappeared from the clipboard. We didn't take it out manually, so it makes us question if there is a particular setting, that we are not aware of, that is making this happen. Any ideas as to what can be causing this issue? 

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3 Replies
CS Dental Employee
CS Dental Employee

Re: Why does insurance disappear from patient's clipboard?

Good morning,

I'm sorry to hear about this. I'm tagging several members of the support team so someone will follow up with you.

 robert.angus‌ johnathan.dshabiki

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Moderator
Moderator

Re: Why does insurance disappear from patient's clipboard?

Hello Tanya

I'm opening a case for you and will be calling you at some point to today to take a look at the issue that's going on.

-Johnathan

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sonyap
Premolar II

Re: Why does insurance disappear from patient's clipboard?

Happens to me too.  You have to get in & out of the clipboard a few times and then it will stay.  Doesn't happen all the time, but that is how I have fixed it when it does.

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