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add insurance company to appointment pop-up



1 comment

  • Ruth

    Hi Brian, thanks for the suggestion! You can add it to our Ideas and Suggestions Board so our Product Team can consider adding this as a future enhancement. Another way you could add modifiers is by going to the client's file > Edit > Billing and Insurance, scroll down to the Default Service Code section adding modifiers according to the insurance the client has. This way, you can just scroll up to the Insurance Information page to know which modifiers you'd need to enter below. All appointments you schedule in the future for this client, with this service code, will include the modifier automatically. Here's more on the different ways you can add modifiers to services rendered:

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