Skip to Main Content
Clinicient Ideas Portal


Welcome!

This portal is to capture your great ideas and improvements to the Insight platform.
No PHI should be included and application issues should be still be reported to Clinicient Support.

Status Future Consideration
Categories Patient Setup
Created by Guest
Created on Mar 6, 2024

Add guarantor info to Patient Information Tab

Would like to have the guarantor information added to the personal information tab.

At case level has been very repetitive, for both insurance and guarantor.
Many clients have multiple cases. Have chance of statement going to the wrong person because they have to update it on all cases.

Becomes complicated. See a patient for 2 months, and that patient will have 3 cases in that time. Then they will have to go to the hospital, so they discharge the cases. Once discharged from the hospital, the patient will come back and open more cases.

After going to the hospital, they may have to change the guarantor (example, to a family member or due to a power of attorney), have to go through ALL cases (active and discharged) to update.

  • Attach files