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.
4
votes
Sheena Kendrick
shared this idea
The payer can now be viewed for archived clients.
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Johanna Park commented
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.
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Bethany Pinsonneault commented
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.