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TheraNest Ideas Portal
Status Future consideration
Categories Reporting
Created by Guest
Created on Nov 14, 2022

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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  • Guest
    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.