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TheraNest Ideas Portal
Status Future consideration
Categories Reporting
Created by Guest
Created on Sep 27, 2022

Add payer to detailed client report

Add the client's payers to the Detailed Client report so I can break our clients down by insurance categories. The Export report has information that I don't need and I want to run the report within TheraNest.
App Type TheraNest App
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  • Guest
    Reply
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    Aug 2, 2024
    Add columns to the "Client Detail" report
  • Guest
    Reply
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    Jul 31, 2024
    With the detailed client report, could two columns be added to show insurance carrier and rate (e.g., fee for the session)?
  • Guest
    Reply
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    Sep 20, 2022
    We are looking for a report that will break down our clients by insurance categories. In this report we are looking for a way to tell which clients have certain insurances.