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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.
  • Guest
    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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