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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Amanda Mansfield
commented
The option to run insurance coverage reports with your choice of added filters for what type of insurance and coverage dates.
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Anonymous
commented
We need a way to pull up a list of clients by insurance company.
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Julie Jones
commented
PLEASE add being able to search clients by insurance. This is a time-consuming task that could be very quick and efficient if we could just search by insurance.
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Julie
commented
It would be so helpful to be able to search clients by insurance. We very often need lists of clients by insurance. As of now this is a long, manual process.
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Angela McClain
commented
I think for many of us who use this as a number 1 or 2 system for our company, it would be easier if we had an option to go through patients by their insurance company. When BCBSKS came to us and said they needed a list of clients that go through them that we have seen, you would not believe how long it takes to actually go through each individual person just to find out if they have a certain insurance company or not.
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Johnathan Johnson
commented
It would be extremely helpful to be able to filter clients by their insurance. When we are working with counselors and reviewing files and billing, we have to look at each client to see what insurance is being applied. This is extremely time consuming. Being able to locate clients who are using Blue Cross Blue Shield would allow us to look at issues faster.
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Adam Thompson
commented
I would like to be able to have an option under the "payment methods" report to toggle between insurance companies. IE: I want to see how all of the payments that came in specifically from blue cross last week.
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Anonymous
commented
It would be great if I could pull up a client report based on insurance, for example: a report for all clients with straight Medicaid. This would be especially helpful since I have to keep track of authorization status.