Report on clients with insurance
Allow me to run a report that shows all the clients that have insurance and the details about their insurance (copay amount, coinsurance amount, etc.).
8
votes

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Cassie Hubble commented
It would be helpful to be able to run a report that separates those who have a copay and a co-insurance to assist with identifying who may have a deductible that starts over again.
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Bill commented
Add "Copay" to the Customize Grid to be able to see each client's copayment.
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Patricia Duzey commented
Allow me to run a report that displays all the copays setup in the Bill To Insurance details for each client.