How do I run a report with the list of patients insurances?


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, Appointment, Clinical Note & Doctor” (For an example: Full name, primary and secondary ins payer).

4. Make sure to uncheck the fields that is not required under “Appointment” tab

The reports will get generated in the message center. Please click on “Download Document” to download into an excel format.


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