Is there a way to generate a report on patients scheduled with a certain insurance company on the huddle?
The reason is some of our Grad students have a plan that dictates a specialist in the office be here to do their exam on Wednesdays and Thursdays now or they won’t have coverage. So I was hoping to run a report to show who I need to reach out to versus hovering over their appt or clicking into patient file?
On the huddle you can search by several items. If you click on the Scheduled Patient Setup button you will open up a new window with several search filters. this will give you a list of patients and a mark next to their name on the huddle report as a separate page.
You could also do a Patient Report by Filters and search for patients scheduled on a certain date with a specific insurance plan. Go to the Office Manager > Letters & Custom Lists > Misc > Patient Report by Filters and select your parameters.