N
Niña Pinpin
I wanted to share some feature requests that would be incredibly useful for our workflow. These additions would save us a lot of time
Insurance Features:
  1. Effective & Termination Dates:
It would be great to have a section in the insurance details area of the patient's profile where we can input both the insurance effective and termination dates. Additionally, if the date of service booked is past the insurance termination date, having a notification or tag indicating the insurance is inactive would be very helpful. For inactive insurances, it would also be great if the data—such as copay, coinsurance, payer ID, subscriber details, effective and termination dates—could be stored in the insurance history for future reference.
  1. In-Network vs. Out-of-Network Indicator:
A section beside the "plan" field where we can specify whether we are in-network or out-of-network with the patient's insurance plan would be really beneficial. A simple color-coded toggle or text input could help us differentiate this at a glance.
  1. Patient Responsibility Area:
Having a space beside copay, coinsurance, or deductible fields to input the predetermined or estimated patient responsibility would be a useful addition.
  1. Custom Payer ID Input:
Allowing us to manually input an uncommon or different payer ID than those listed (for cases like multi-plan patients) would be very helpful when handling unique insurance setups.
Claims Management:
  1. Claim Number for Pending Claims:
It would be a huge help to have access to claim numbers we could use to follow-up for pending claims. Currently, we can only see claim numbers once claims are paid or denied, but having this information earlier would streamline our follow-up process.