When viewing the list of archived clients, allow me to customize the grid to include the client's payer.
App Type
Provider App
ADMIN RESPONSE
Aug 23, 2024
The payer can now be viewed for archived clients.
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Guest
Nov 14, 2022
I want to be able to sort my clients by insurers in the archives rather than have to unarchive everyone into active clients to do this. It’s unnecessarily time consuming.
I have been trying to figure out patterns of payments and CPT codes used by the different insurance companies I am providing service for and this simple sorting feature would help tremendously.
In addition to adding an option to view the payor for archived clients, it would be helpful to include all of the same "customize grid" options that exist in the active clients list.