Show and Sort using Insurance
None

This is a recommendation for the Clients & Contacts page.  We should be able to view the client's insurance company (or indicate if they are self pay) as well as sort by insurance companies. 

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    Ayelette R

    Hi there,

    Here's how you can view and sort clients by insurance payer:

    1. Go to Reports > Outstanding Balances.
    2. De-select With Balance.
    3. Select Include Insurance.
    4. Click CSV or Excel to export the file.
    5. Open the exported file > scroll to the right to see Primary Insurance and Secondary Insurance columns.
    6. Sort and filter by these columns as needed.

     

    Hi there,

    Here's how you can view and sort clients by insurance payer:

    1. Go to Reports > Outstanding Balances.
    2. De-select With Balance.
    3. Select Include Insurance.
    4. Click CSV or Excel to export the file.
    5. Open the exported file > scroll to the right to see Primary Insurance and Secondary Insurance columns.
    6. Sort and filter by these columns as needed.