Kareo client profiles used to have an option for 'warnings' which would appear at the top of a window any time that client was involved. For example, if the member has a secondary insurance we would add a warning 'member has 10% secondary.' This warning would appear 1. on his profile 2. while posting payments 3. creating statements 4. in the claims window (in this case the window that opens from the claims ledger via the Claim Manager). We would also have the option to select where we want that warning to pop up (options 1 through 4).