This article explains how to view and export information about clients and patients on health plans. You can view and export lists of health plan subscriptions and related payment information.
View a List of Clients and Patients on Health Plans
You can find a list of all clients and patients with active health plan subscriptions in the Health Plans view:
Go to Records > Health plans.
Filter for active health plan subscriptions.
To export this list to Excel for statistics or other required purposes, select the rows of interest, then select the Export/print button > List of selected rows. The list will export to an Excel spreadsheet.
Export Health Plan Payment Information
To view and export payment details for specific health plans:
Go to Records > Health plans.
Select the Payments tab at the top of the view.
Filter and mark the required rows and select the Export/print button > List of selected rows.