Ideas & Enhancements

Ability to link claim information on Insurance tab to Value tab

Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.

  • Guest
  • Aug 26 2021
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  • Guest commented
    March 08, 2023 21:16

    Enabling this function should also permit users to "send" the health insurance carriers (and/or any lien holders) to the value tab as well. Eliminates the need to travel to value tab, add, search, find the exact match, etc. This would create more seamless communication from tab to tab in each case.