Client Portal - Plan View and provider information

It is frustrating to our clients that they can only view plans in alphabetical order and it also does not show the provider (we don’t name plans with the provider details as we can view that from our dashboard)

They want to be able to filter by plan type or by provider. Our only current option is to go into every client and plan and re-name them all which we don’t want to do.

Area of the system
Client Portal

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Upvoters
Status

Completed

Board
💡

Feature Request

Date

3 months ago

Author

Katarzyna Searle

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