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Show and Sort using Insurance




  • Ayelette

    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.


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  • Ayelette


    I'm glad to share that we recently added an Insurance Payer filter to the Clients page so you can now view a list of which clients have a particular insurance.

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