Report to show Clients with Multiple | WebPT Ideas and Discovery

Report to show Clients with Multiple Primary Insurance cards

Since the plan dates do not flow over to therabill from the EMR, I need a way to show all the clients with more than one primary insurance card, so that I can archive the old ones and make sure the correct plan is being billed.

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Aug 11 2023
Future Consideration

Therabill / Reporting

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Report to show Clients with Multiple Primary Insurance cards

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