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Dream Factory by TruBridge Ideas Portal
Status Shipped
Categories Patient Scheduling
Created by Heidi Hostert
Created on Sep 20, 2022

Scheduler pulling in more than one primary insurance, so the prior auth function works.

Currently, if a patient has more than one primary insurance, the scheduler application does not pull through any insurance. The prior auth features relies on insurance information to properly filter if the auth warning page should pop up. It would be great if the scheduler would pull through more than one insurance to make this feature work. An alternate option would be to have the prior auth feature function based on the insurance on the profile. Thanks!

  • ADMIN RESPONSE
    Dec 5, 2023

    2105 update included changes to the insurance selection workflow on the event screen. We display the profile coverages and allow the scheduler to select from there or create a new coverage from within scheduling.

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  • Karen Norwood
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    Dec 4, 2023

    2105 update included changes to the insurance selection workflow on the event screen. We display the profile coverages and allow the scheduler to select from there or create a new coverage from within scheduling.