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287 VOTE
Status Completed
Categories Reporting
Created by Guest
Created on May 3, 2016

RELATED IDEAS

Report of clients by insurance payer

It would be great to be have a Client List per Insurance/Insurer as a quick reference to who has what insurance.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    We're excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid that includes columns for clients' Primary and Secondary Insurance Payers. These columns are sortable and searchable allowing you to easily find clients based on this information. Learn more about this update in our Knowledge Base. https://help.theranest.com/en/articles/3903355-view-clients-by-insurer-or-payer Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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    • Guest
      Reply
      |       Mar 10, 2020
      This feature would be so helpful to our practice too!
    • Guest
      Reply
      |       Mar 10, 2020
      This was a standard feature in other EHR's I've used. It would be nice to have in this one, too, rather than hunting and pecking through each client.
    • Guest
      Reply
      |       Mar 2, 2020
      Any time soon?
    • Guest
      Reply
      |       Jan 27, 2020
      If we could search clients by type of insurance, that would be SUPER helpful! (:
    • Guest
      Reply
      |       Jan 20, 2020
      This would be a great feature! Please implement if possible, thank you.
    • Guest
      Reply
      |       Jan 8, 2020
      I would like to search client by their insurance provider.
    • Guest
      Reply
      |       Dec 31, 2019
      There are so many votes for this change. Can you please update us. I'm starting to feel discouraged with the lack of movement on quite a few suggestions.
    • Guest
      Reply
      |       Dec 12, 2019
      To be able to look up clients by their insurance company
    • Guest
      Reply
      |       Oct 25, 2019
      PLEASE PLEASE PLEASE create a report where we can search by insurance company. We had over 600 clients in the system. It is CRITICAL to be able to search this way in order to do eligibility and identify the clients who have perhaps slipped through the cracks and are coming in but we don't take their insurance. We CAN'T go through each client to figure out there insurance.
    • Julie Jones
      Reply
      |       Oct 8, 2019
      Please add this feature...we have been asking and voting for this for years.
    • Guest
      Reply
      |       Sep 26, 2019
      Yes, please! Takes me forever to search for insurance specific info...
    • Guest
      Reply
      |       Sep 26, 2019
      I agree, this would be very helpful.
    • Brenda Lopez
      Reply
      |       Sep 25, 2019
      Please add insurance to the "detailed client" report so that we can sort using insurance and have a list of all those clients who have that specific insurance. This is helpful when checking on EAP sessions.
    • Guest
      Reply
      |       Sep 3, 2019
      Yes this please thank you
    • Guest
      Reply
      |       Jul 10, 2019
      Yes PLEEEEEZE!!!
    • Guest
      Reply
      |       Jul 1, 2019
      Would love to see an ability to search a client, run queries and analytics, by insurance type... Also would give good demographics on how clients many have what type of Insurance...Primary and secondary would apply. We would like to be able to identify our percentage rates of those insured under Anthem, Cigna, Aetna, etc.
    • Guest
      Reply
      |       Jun 27, 2019
      Search for clients using their insurance provider
    • Guest
      Reply
      |       Apr 25, 2019
      filter/sort clients by insurance
    • Guest
      Reply
      |       Mar 9, 2019
      This addition is much needed!
    • Guest
      Reply
      |       Mar 4, 2019
      It would be nice to be able to have a report of payments by payer ID, and other categories, such as Victim Compensation, instead of the categories available right now. The reports right now are not helpful to me since I still have to categorize everything outside the program to match my 1099's. United, for example, has tons of different payer ID's and is hard to know what is what with the current report. I also receive payments from Victim Compensation, which does not give me an ERA or a 1099, but I want to be able to keep track of the total payments. I cannot do that currently with how the system is set up. This would be super helpful. :)
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