WebPT Ideas and Discovery

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Filters for primary and secondary insurances on payment report

I need to be able to see which insurance payments are from a Primary and which are from a Secondary insurance for tax purposes. This should pull from the patient insurance information. I could not figure out how to get that information in the report, and neither could the person who helped me set up the report.

  • Guest
  • Jun 16 2020
  • Future Consideration
  • Attach files
  • Guest commented
    May 24, 2023 18:56

    THIS IS A MUST!!!!!!!!!!!!!!!!!!!!! PLEASE ADD ASAP!!

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