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Custom fields attached to client profiles (e.g., “Funding Source”, “Insurance Authorisation Code”, “Referrer Type”)

Feature Request

Introduce structured custom fields within client profiles (e.g., Funding Source, Insurance Authorisation Code, Referrer Type).

This would enable organised administrative tracking, reduce external spreadsheets, support reporting and merge fields, and make Upheal viable for multi-payer and affiliate workflows.

Posted by Ricky Pitman ·
Status: Backlog1 comment

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Comments1

  • Upheal Moderator

    Team•

    Sep 15

    Thanks for this. Good news on one piece of it: prior authorizations now have a proper structured record instead of a text field, including the authorization number/code, start and end dates, and an approved visit count, so you no longer need to track that piece in a spreadsheet.

    That said, this only covers the insurance-authorization part of your request. General custom fields on client profiles (like Funding Source or Referrer Type) aren't available yet so leaving this open for that broader ask. We'll keep this updated as that work progresses.