It would be nice to have an option to add a patient's insurer to the detailed attendance report. That way it could be sorted by insurer to make billing quicker.
When I run a report, I would like to be able to customize the grid. Primarily, I am looking to add primary and secondary insurances to the Detailed Attendance Report. This will save me a ton of time by not having to create the report and manually plug in the insurance data.
As a non-profit we have to send multiple weekly/monthly reports to our grant funders. Including this option would help all non-profit therapist offices greatly by reducing the amount of time it takes to gather the information. In our case, it would save dozens of hours a week.
Would be nice to see actual dates next to the clients specified in the range like Detailed Client search. Even better would include a feature where I can specify by insurance type ie Medicare. Have a report pull all medicare clients within a date range and when/type of service rendered or canceled/No show etc.
Agree this needs to be added. Another reason to have this feature is to be able to filter out insurance companies that are billed manually via their website or CMS1500 form.
Currently, there is not a way to generate a report of services rendered by insurance payer before the insurance payment has been received. I want to generate a report of sessions by insurance.
