Can you add a feature that allows us to enter insurance details into the client’s record?
Add a section for PMI, MN, and AN, body part being treated and how many sessions have been approved.
This option would be amazing! We currently just use the invoice extra info section to include these details however a specific field would work much better!
Hi all, sorry for the silence here! At the moment, the option that @Kirrilee is using (the “Invoice extra information” field) is going to be the best way to enter insurance details into the client’s record. Can I ask, is there a particular reason this isn’t preferred? Whatever’s included there will automatically go into the invoices, and you can see it at a glance when reviewing the client’s details. But as I’m not a practitioner and using Cliniko in the same way you both are every day, I can’t really speak to why that field might not work! I’d love to hear more about what type of insurance-specific field would be better for you—would it be for reference? Would the information in it be used on letters?
@Linzi, we are currently working on getting the number of approved/authorised sessions into Cliniko. That will be a part of the Medicare integration that is coming soon!