You can easily run a report to gather a spreadsheet of patients and their insurance information.
1. Hover your cursor on Reports and choose Advanced Report.
2. Click on Export to File and select Custom Export.
3. Select the required fields under the Patient (For example, first name, last name, primary and secondary ins payer). You can also rename the report. When finished, select Export.
4. The reports will get generated in the message center. Click on the envelope icon() to access.
5. Click on the report to open it.
6. From here, you can view or download a spreadsheet of the report.