New Options When Adding or Editing Insurers (30th Nov 2017)

We have released a minor tweak to the dialogue box that is opened when editing or adding an insurer on a client's record. This update has expanded the existing functionality of this feature by adding an additional option for you to use:

The new options will work as you might expect:

  • Yes, Update Future Invoices will add the new (or edited) insurer to all future invoices.
  • Yes, Update Past and Future Invoices will add the insurer to all invoices, regardless of date.
  • The No option will simply close the dialogue box, leaving the invoices unaffected.
We're hoping that this small quality of life update should make it a little easier when processing clients who are changing from one insurer to another. An example of this kind of scenario would be a client who is swapping from Medicare to a private health fund. Using the 'update future invoices' option will now allow you to make this change quickly and easily while retaining historical records. 
Have any questions? Suggestions? Let us know - we'd love to hear from you! Get in touch.