Module 5: Sorting Information on Forms

Module 5: Sorting Information on Forms




SUMMARY KEYWORDS

journeys, appointment, waitlist, insurance provider, click, filter, sorting, option, find, pathway, milestone, clinical, provider, order, therapist, glance, column, cigna, form, preferred

Summary

  • Organizing information on appointment request forms. 0:01
    • Sort information on forms by submission date to find the best match for waitlisted clients.
  • Insurance provider appointment times and availability. 1:20
    • Berit Elizabeth explains how to use the sorting area in the insurance provider's website to find available therapists with specific appointment times and insurance providers.
  • Filtering and sorting patient data in a therapy setting. 2:12
    • Berit Elizabeth explains how to filter and sort the waitlist for therapy appointments based on various criteria, including appointment time, provider, and clinical need.
    • The options for filtering and sorting are customizable and can be saved for future use.

How to search based on availability, clinical need, insurance provider, etc. Sorting Information on Forms



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