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Primary and Secondary Insurance Flag

To allow for a quick view of a patient’s insurance in the list view of the calendar, we will add sticky notes to all patients and label them as follows:

Select a green sticky note and indicate the A payer (primary) followed by the B payer (secondary)if applicable.


Published: Jan 26, 2021 by Scott Fisher | Updated Nov 19, 2025 @14:51 by Scott Fisher
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