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Client Portal - Plan View and provider information

Feature Request

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
Posted by Katarzyna Searle ·
Status: Completed1 comment

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Comments1

  • Tracy Holdt

    Team•

    Nov 21, 2025

    Hi @Katarzyna Searle we are in the process of adding the provider name to the detail in the plans list.
    We are also adding filter functionality to the client portal and Provider is being added as a filter
    Thanks