Report Needed for Self-pay Clients vs Insurance clients

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Sara E. Bupp, MA, LPC, NCC, CAADC

• November 11, 2021 20:13

I would greatly appreciate a report being built for us to be able to search self-pay clients vs insurance clients.  The functionality of this would allow me and my biller to be able to quickly access and separate clients into needed lists.  Fumbling through hundreds of client files in a group practice to figure this out is frustrating when a program is easy to create that can provide us this functionality.  This is a tool that will be needed monthly going forward for billing purposes.  I'm sure I'm not the only practice that would benefit from this addition.

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  Sara

  • November 15, 2021 21:55

  Hi Sara,

  Thanks for reaching out with this suggestion. We love feedback and ideas for ways to advance the platform. We encourage you to add this idea to our Ideas and Suggestions board. 

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