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Categories Notes
Created by Kelsey Drouhard
Created on Jan 24, 2025

RELATED IDEAS

Build filters to pull primary, secondary, tertiary insurance fields into Notes application

Being able to pull insurance type directly into notes via a filter would be helpful.

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  • Chason Hicks
    May 2, 2025

    Thanks for the suggestion. We will review this in more detail to see where this data might fit best in a filter.

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