Point of Care Ideas

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Adding financial as a note type to call center

When making calls regarding cost shares or any other financial situations with clients I want to be able to properly label them.

  • Candace Dickerson
  • Mar 13 2026
  • Needs Review
Idea Background

When making calls regarding cost shares or any other financial situations with clients I want to be able to properly label them.

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Idea Benefit

When making calls regarding cost shares or any other financial situations with clients I want to be able to properly label them.

Attachments Open full size
Compliance Risk- Business Score 0-No Compliance Risk
Strategic Priority 3-Medium
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