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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Nov 10, 2021

Add deductible column to the export data report

When running the Export Data report, allow me to see the client's deductible.
App Type TheraNest App
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  • Guest
    Reply
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    Apr 17, 2023
    Yes please. Also see "Deductibles Report" suggestion, which is the same concept. We need a way to be able better stay on top of clients that have insurance with deductibles, aside from maintaining a stand-alone spreadsheet outside of Theranest. This functionality could potentially save users collectively hundreds of thousands of dollars by addressing an all-too-common challenge among private practices that accept insurance.
  • Guest
    Reply
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    Jan 27, 2020
    When exporting the client demographic report include billing info such as deductible amount, max out of pocket, coinsurance, etc.