Office Therapy - How to filter clients in Office TherapyAA-00222You can create filtered lists of clients in Office Therapy. For instance, you can create a list of clients with a balance, or who see a specific provider, or have a specific primary insurance company. To create a filtered list:
So, for example you can create a list of All Active Patients, from all referring sources, for all providers, for all insurance companies with any service performed in the past month. To Save this filtered list, right-click on the screen and select Save List As. Enter a name (e.g. Activity Last Month) and check if you want to make the list Public (available to all users). If you leave the checkbox unchecked, the list will only be available to you when you logon. Click Ok to save. You will see the List in the My Lists drop-down at the top right of the screen.
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