insurance
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I input insurance information but a pop up blocks me from entering it, and says, you cannot have more than one primary insurance per client. Which I do not. So how do I get around this? 

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    Gillian

    Hi Sarah! If you've already entered a primary insurer for the client, and are working to add another insurance payer, make sure to indicate that the other insurance payer is "Secondary" or "Other" to avoid this error message. Let me know if that helps resolve this for you. 

    Hi Sarah! If you've already entered a primary insurer for the client, and are working to add another insurance payer, make sure to indicate that the other insurance payer is "Secondary" or "Other" to avoid this error message. Let me know if that helps resolve this for you.