New look to Client info page

​@cmedrington thank you for sharing your thoughts about the updated client info page. Feedback like this is really helpful as we continue refining the experience, and I especially appreciate you calling out the duplicate info at the top and the client portal status button. I’ve passed your comments along to our product team for review.

Thanks again for taking the time to let us know what’s not working well for you.

I agree. There’s no reason to put all that stuff at the top of the page. The only valuable item is the health insurance carrier, because that is otherwise buried in the “Bill to and Insurance” section, several clicks away.