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ML Schedules Idea Portal
Status Being Reviewed
Created by Adam Rosencrantz
Created on Apr 23, 2025

Insurance Expiration Date in Approval Email

The email that allows for insurance approval is great and we use it! What would make this even better, to include the date the client put for expiration when they uploaded the file. Normally my assistant approves insurance but I walked through it today. Having the attachment, I quickly verified it matched our requirements and I hit approve. But I also wanted to confirm that they enetered the actual expiration date. I could see this as being a loop hole to booking beyond the actual expiration date.

Having the date in the email would allow me to approve with confidence and not need to log in and check what they entered.

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