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List of patients




  • Gillian

    Hi Katrina, a quick and easy way to see a list of all of your clients with a certain insurance company is to go to Billing > Insurance > Add Payment and add a payment from that insurance company. All of the clients with that insurance company will be listed below. 

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  • Katrina Crader MD

    I see.  It just lists all the sessions.  Lots of duplicates.  


    It's a start.  We will work with it.





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  • Karen Costa

    There really, really needs to be a way to sort patients by insurance. Or at least when one prints the "Appointment Report" it should show patient insurance.  This is so weird that they don't have the option to sort patients by insurance.  We use all kinds of workarounds.    

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