referrals
Please make the Base:Referrals report pull the Primary Carrier from the Policies area. Right now it pulls "Current Primary", but this makes it so that the only patients that have a primary listed in the report are those who have their evaluation already scheduled. We need to manage our caseload payer mix, so when the front desk pulls the referrals report, they are having to manually enter the patient's primary insurance carrier if they aren't scheduled yet.
2
votes
Jody Thatcher, PT
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