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TheraNest Ideas Portal
Status Completed
Categories Clients & Groups
Created by Guest
Created on Nov 24, 2021

View payer on archived clients grid

When viewing the list of archived clients, allow me to customize the grid to include the client's payer.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    The payer can now be viewed for archived clients.
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  • Guest
    Reply
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    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.
  • Guest
    Reply
    |
    Nov 2, 2022
    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.