Ideas & Enhancements

Insurance Tab Notes

We believe it would be beneficial to have the insurance section set up just like the value tab when it comes to notes.

Being able to add notes directly to the insurance company that we are dealing with and having those notes filter to the general notes section providing a cleaner way to notate to the proper insurance company instead of having to filter through the mass amount of notes. Just like how you can leave notes directly linked to the providers listed in the value tab already.

  • Guest
  • Jun 20 2024
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