Updates to Bring in the New Year!

By TherapyNotes, LLC on January 3, 2012
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  • Printable version of patient search results
  • Export patient search results into Excel
  • Search patients by insurance provider (billers only)
  • Search patients that "Have Open Balance" (billers only)
  • Search patients with "Upcoming Birthday" (e-mail included in results)
  • Search patients with "Appointment in Next Week" (makes a great call list)

* The content of this post is intended to serve as general advice and information. It is not to be taken as legal advice and may not account for all rules and regulations in every jurisdiction. For legal advice, please contact an attorney.

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