Client name, address and claim details

  • 1
  • Idea
  • Updated 3 years ago
Is there a way of getting the clients name, address details and claim number in the same report
Photo of Mal Healey

Mal Healey

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Posted 3 years ago

  • 1
Photo of Andrew

Andrew, Community Manager

  • 344 Posts
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Hi Mal

Welcome to the Community.

Currently there isn't a report which includes the Claim No. (from Billing Details) information alongside the patient general information such as Name and Address.

It is possible to include this information on printed accounts by selecting the appropriate Print on Accounts option, but we haven't had much demand for this to be reportable.



Of course practice workflows and management needs can change with time, so I have now converted this post to an Idea so others can express their interest.  If you would like to see this functionality in a future release of the software please 'Like' Mal's post in the top right of the screen, or leave a comment below.