Number of clients with insuranceAnswered
Is there a report or a place to find how many of my active clients have insurance?
Hi Sandra and Deb,
Here's how you can access a list of your clients who have insurance:
- Go to Reports > Outstanding Balances.
- Click the More filter.
- De-select With Balance.
- Select Include Insurance.
- Click CSV or Excel on the top right to export this data.
- On the exported file, there will be two columns on the far right for Primary Insurance and Secondary Insurance, allowing you to sort and filter by the information in these columns.
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