Misc Client Info Add Medicare Section
On the same premise of the Misc Client Info with Driver License can we add a section where we can import our client Medicare Card information. We do Financial side of things but also have where we help our clients with Medicare Coverage. Us having this space to add the Medicare ID # and Part A effective date and Part B effective date.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!