client name/social

While client filing we add their name, DOB and SS when we add the SS it would be great if a flag will pop up telling us this SS # already exists. This would save having this person client filed 10 times ...will assist new business in figuring out if it is a new contract or CRW for claims. This will benefit all of ops group

  • Guest
  • Mar 28 2016
  • Shipped
I need it... Not Sure -- just thought it was cool
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  • Admin
    Kyle Swearingen commented
    March 28, 2016 21:25

    You can do a client search on social prior to beginning the client filing process. At least at that point they wouldn't have wasted their time adding someone that already exists to then find out they already exist.

  • Guest commented
    March 29, 2016 12:00

    We are suppose to but a have seen people just go right into client filing and never take a look, this would be a safety net