Appointment view/pop-up

[zt22]

Using 7.2.46, about appointment views:

- Is there a reason why this pop-up (that appears on the appointment) shows "Insured" when the appointment is not complete, and only shows the name of the insurance when the appointment is completed?

- Is the pop-up customizable?

What I would like to do is have the name of the insurance and if possible the insurance plan Subscriber Notes to appear in the pop-up-- it would be nice to see that from the appointment page rather than going back and forth to the family page to see insurance info.

In addition, I would prefer to see the family balance in the pop-up rather than the fees for that appointment?

Any way this could be done? Even if it could be done in a separate appointment view, but would prefer the pop-up. Thanks.

[zt22]

Searching the forum again, I answered one of my questions:

pop-up is not customizable, but I could edit source code at 'ContrAppt.cs line 3130.'
So, I suppose having the insurance carrier name show always in the pop-up is somewhat 'do-able' ?

But before I get into editing source code, I just want to know:

- Is there a way to display any information pertaining to the Insurance plan in the appointment views? I only see fields from patients info or appointment fields, and similarly for the custom fields.

- Can a custom field added in patient info or appointment be set automatically based on info in the insurance plan or a certain completed procedure?
Reason I ask is that for Ortho Patients, I'd like to have a flag (showing in appointment views) to say this person is in active treatment. And a flag showing type of insurance for eligibility checks when confirming next day's appointments. Way I see it, the only way to do this is to set up a custom field in Patient info and set it manually for every patient or is there an easier way that I am missing here?

Thanks.

[jordansparks]

Well, if it was easy, we would have done it. It's harder than it sounds.
Your questions:
1. Not yet. See feature requests.
2. Manually setting those custom fields for each patient is the only way right now.

[zt22]

I think you were primarily talking about appointment views, but what about the pop-up (that appears on the appointment), it shows "Insured" when the appointment is not complete, and shows the name of the insurance carrier when the appointment is completed. I'd like to be able to see the insurance in the pop-up always. So could I modify the source code to always show the name of the carrier?

Thanks.

[drtech]

yes, if you want something different, you can modify the source code. if you want ease of not having to do this for every version update, you need to make a plugin to modify instead of directly...or as long as OD doesn't change the same code in a new version, you can leave your pop-up bubble code changed and rebuild with new versions... (it is much simpler to just edit the code as long as no conflicts occur in new versions)