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TheraNest Ideas Portal

Report on clients with insurance

Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).
App Type TheraNest App
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    • Cassie Hubble
      Reply
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      Nov 12, 2022
      It would be helpful to be able to run a report that separates those who have a copay and a co-insurance to assist with identifying who may have a deductible that starts over again.
    • Guest
      Reply
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      Mar 24, 2022
      Add "Copay" to the Customize Grid to be able to see each client's copayment.
    • Guest
      Reply
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      Mar 24, 2021
      Allow me to run a report that displays all the copays setup in the Bill To Insurance details for each client.