Can we create Insurance "Alert Notes," just like a patient has Alert Notes?
Create a means where insurance companies have Alerts developed within the database.
patshartzer - thanks for the question. You can make a note on the Insurance Plan Data Entry (Tables => Insurance => Plans) on the Forms/IDs/Note tab.
The note you make on the Insurance Plan can pop-up when you make an appointment for a Patient if you check the box on the Plan to enable that.
However, that's the only place it will pop up, in the Scheduler -- whenever you create an appointment for a Patient that has a plan with a Note or if you edit an appointment for a Patient that has a plan with a Note.
The Note will not appear anywhere else in the software, and it does not currently work in the Scheduler for Walk-in patients.
It occurred to me that there are other places you could also make notes about the insurance company that pop-up for a patient, but you would have to do these for each patient from scratch. I like the first option slightly better than the second because it will pop-up as you want it to.