Client Insurances

Description:

This report displays a list of clients and their insurance providers based on options selected in the filters. This report includes client admission and insurance information.

Use:

This report can be used to quickly reference client insurance providers in different situations based on the filters used.

Limitations:

Filters

This report can be filtered by:

Field

Description

Company

Use this dropdown to select the company.

Location

Use this dropdown to select the location.

Team

Use this dropdown to select the team.

Admit Type

Use this dropdown to select the admission type.

Client Status

Use this dropdown to select the client status.

Staff Manager

Use this dropdown to select the staff manager.

Coordinator

Use this dropdown to select the coordinator.

Report Output

Each column of the report displays:

Field

Description

Admission Range

Displays the client matching the admission range.

Type

Displays the type of insurance.

Primary

Displays the client’s primary insurance provider.

Ins. No.

Displays the primary provider’s insurance number.

Secondary

Displays the client’s secondary insurance provider.

Ins. No.

Displays the secondary provider’s insurance number.

Tertiary

Displays the client’s tertiary insurance provider.

Ins. No.

Displays the tertiary provider’s insurance number.

Sample Report

Table

Description automatically generated

Comments

0 comments

Please sign in to leave a comment.