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Secondary Insurance Indicators




  • Ruth

    Hi Ryan, thanks for bringing this up! If you'd like us to consider adding a feature that reminds customers to create a secondary claim for clients with secondary insurance, please add this to our Ideas and Suggestions Board, here: . Our Product Team often uses feature requests from this board to inform future product enhancements. 

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  • Ryan Stahl

    Thanks! I actually already added it to the uservoice on 2/17/2021 :)

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  • Nicholas Olsen

    Yes - it's almost 2024 and we still need this! We had to refund a client $1200 because no one noticed that they had a secondary insurance. We need a way to track folks with a secondary insurance!

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