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Report for Payments and Insurance Information

I’m looking to create a report we can export in tabular CSV format with the following fields: Name Date Code Description Charges Payments Payment Date Provider Primary Insurance Secondary Insurance CHR9656796
Sarah Karacic 2 months ago in Reports 0 Waiting for Review

follow-up messages

a way to automate a follow up SMS to go out after a new patient exam. CHR4401503
Sarah Karacic 2 months ago in Appointments 0 Waiting for Review