Report of clients by insurance payer
It would be great to be have a Client List per Insurance/Insurer as a quick reference to who has what insurance.
Anonymous
shared this idea
We’re excited to let you know this suggestion has been implemented! Today we released a major redesign of the Client List page in TheraNest. This redesign includes an updated dynamic grid that includes columns for clients’ Primary and Secondary Insurance Payers. These columns are sortable and searchable allowing you to easily find clients based on this information. Learn more about this update in our Knowledge Base.
https://help.theranest.com/en/articles/3903355-view-clients-by-insurer-or-payer
Thanks for your feedback on this suggestion! If you have any questions or feedback, feel free to reach out to our support team at support@theranest.com.
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Mavis Salgado
commented
This feature would be so helpful to our practice too!
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Kenneth Nelan
commented
This was a standard feature in other EHR's I've used. It would be nice to have in this one, too, rather than hunting and pecking through each client.
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Jeff Cornatzor
commented
Any time soon?
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Brandi Finch
commented
If we could search clients by type of insurance, that would be SUPER helpful! (:
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Mavis Salgado
commented
This would be a great feature! Please implement if possible, thank you.
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Jeff Cornatzor
commented
I would like to search client by their insurance provider.
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Shalyn Rose
commented
There are so many votes for this change. Can you please update us. I'm starting to feel discouraged with the lack of movement on quite a few suggestions.
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Jeff Cornatzor
commented
To be able to look up clients by their insurance company
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Kelly Daute
commented
PLEASE PLEASE PLEASE create a report where we can search by insurance company. We had over 600 clients in the system. It is CRITICAL to be able to search this way in order to do eligibility and identify the clients who have perhaps slipped through the cracks and are coming in but we don't take their insurance. We CAN'T go through each client to figure out there insurance.
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Julie Jones
commented
Please add this feature...we have been asking and voting for this for years.
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Victoria Haag
commented
Yes, please! Takes me forever to search for insurance specific info...
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Brandy Thomas
commented
I agree, this would be very helpful.
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Brenda Lopez commented
Please add insurance to the "detailed client" report so that we can sort using insurance and have a list of all those clients who have that specific insurance. This is helpful when checking on EAP sessions.
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Julie Mynatt
commented
Yes this please thank you
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Kelly Daute
commented
Yes PLEEEEEZE!!!
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Alexandria Smith
commented
Would love to see an ability to search a client, run queries and analytics, by insurance type...
Also would give good demographics on how clients many have what type of Insurance...Primary and secondary would apply. We would like to be able to identify our percentage rates of those insured under Anthem, Cigna, Aetna, etc.
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Jeff Cornatzor
commented
Search for clients using their insurance provider
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Ashley Moore commented
filter/sort clients by insurance
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This addition is much needed!
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Dianelyris Melendez Ronda
commented
It would be nice to be able to have a report of payments by payer ID, and other categories, such as Victim Compensation, instead of the categories available right now. The reports right now are not helpful to me since I still have to categorize everything outside the program to match my 1099's. United, for example, has tons of different payer ID's and is hard to know what is what with the current report. I also receive payments from Victim Compensation, which does not give me an ERA or a 1099, but I want to be able to keep track of the total payments. I cannot do that currently with how the system is set up. This would be super helpful. :)
