You have the ability to exclude Insurers from staff members. This will prevent a staff member from being scheduled with clients who have insurance the staff member is not credentialed with.
NOTE: Only clients with included insurers will display when creating new appointments.
- Click Staff in the navigation bar, then select Active Staff Members from the drop-down.
- Click Details for the appropriate Staff member.
- Click the Insurer Exclusions tab. A page opens showing all insurer options.
- The current insurer's status displays.
- Select the insurer(s).
- Click the Exclude button to exclude a single insurer or Exclude Selected at the top of the page to exclude multiple insurers.
- Click Include Selected at the top of the page to change the status to Included.
