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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
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      Aug 2, 2024
      Add columns to the "Client Detail" report
    • Guest
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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.