In August, we disabled the Medicare ID field on Individual records.
8/30/2022 - Disabled Medicare ID field on Individual records
8/30/2022 - Disabled Medicare ID field on Individual records
Individuals
To align with the current CMS standards of using the Medicare Beneficiary ID (MBI), we disabled the Medicare ID field on the Detail tab of Individual records. The Medicare ID field is now read-only, meaning you can't add or make modifications to it.
You can still export any data you have in the Medicare ID field by running the Individual standard report and checking the “Include SSN, Medicare ID, and MBI” box at the bottom of the page. Please note that you must belong to a Security Group with the "SSN, Medicare ID, and MBI" permission to access this report option.
We will remove the Medicare ID field entirely by the end of the year (2022). If you want to continue storing and tracking this data in AgencyBloc, you will need to either move it to the Medicare Beneficiary ID (MBI) field or use custom fields.
Multi-select Checkboxes
With this update, you’ll see a “handle” in the bottom right corner of fields that have multi-select checkboxes. If you select this handle, you can make a checkbox taller or shorter by dragging it up or down. See below for an example.
Please note that this example is from an Individual record, but you can resize any multi-select checkbox in AgencyBloc.