Patch 6.2.8
#MOARFIELDS
New Dependent Fields
Dependents are getting some love! We added a ton of new fields for dependents in this patch that start making dependents feel a lot more like leads. Soon we will have an option to turn a dependent into a lead using the lead or dependents data that has been entered so you can save time creating policies for other peoples dependents should they need them. We will preserve a link to this lead on the dependent as well!
- New Fields
- Phone
- Phone Type
- Phone2
- Phone2 Type
- Phone3
- Phone3 Type
- Email2
- Medications
- EMPI
- MRN
- Language
- PCP Name
- PCP Number
- PCP ID
- PCP Office
- Medicare Claim Number
- Medicare Part A
- Medicare Part B
- Medicaid Number
- Medicaid Level
- Enrollment Eligibility
- Lead Address(means address is same as primary contact)
- Address
- Address2
- City
- State
- Zipcode
- County
- Country
New Lead Fields
No more sending texts to landlines! You can now select a phone type along with the phone number.
- New Fields
- Phone Type
- Phone Type 2
- Phone Type 3
New Dependent Fields
- Enrollment Eligibility
- This is to keep a history of what the enrollment eligibility was at the time of the policy.
- New Enrollment Eligibility Types
- Underwritten
- ICEP
- Initial Coiverage Election Period
- IEP
- Initial Election Period
RSVP Events Updates
- Events can now be searched by Zipcode. This disables the search by the leads address information and relies on an internal Zipcode Longitude / Latitude database to find nearby events. It still takes into consideration all other search filters including distance. This should make it easier to find events near a client that does not have or will not give a location.