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it would be nice to have a report that lists all the patients that are self pay. There is no efficient way to find these patients in therabill. The owner likes a monthly breakdown of insurances billed and self pay. i can do the insurances but not self pay. the custom client report is awful and takes too much time to figure out all self pays then go to each patients chart to see how many visits they came in the month. Then make my own spreadsheet. Not a wise use of my time.
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Currently, the best way to determine all Self Pay clients is by going to Clients > Client list and then clicking the search filter checkbox "Show Only Clients Marked as Self Pay."
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