Post by erica on Dec 3, 2014 12:33:41 GMT -6
It would be helpful if the type of insurance (or insurances) were listed on the schedule report.
Currently we can pull a correspondence report by individual insurances and appointment date but it's time consuming as it can only be done one insurance at a time.
If it were listed on the schedule report, we would be able to filter in excel to get a good idea of what percentage of each insurance we typically see.
Currently we can pull a correspondence report by individual insurances and appointment date but it's time consuming as it can only be done one insurance at a time.
If it were listed on the schedule report, we would be able to filter in excel to get a good idea of what percentage of each insurance we typically see.