tracking visits

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Dale McClure Floyd

• March 04, 2020 22:30

I would love to be able to track how many visits insurance allows.  Similar to authorization tracking but separate.  

I would also love to be able to look up authorizations by date to see who is expiring next rather than having to remember the clients who have authorizations and then look up the info.  I know we get emails one month prior (which is great), but being able to look it up by date would be helpful as well as being able to see a countdown of how many visits have been used (both authorizations and # of visits allowed by insurance:  i.e. BCBS allows 20 visits per year...)

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  Gillian

  • March 04, 2020 23:19

  Hi Dale, thanks for posting on the SimplePractice Community Forum. Our Ideas board is the best place to share ideas and suggestions for SimplePractice - you can find it at simplepractice.uservoice.com.

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