Report For Basic Claim Info

Updated by Dawn Garand

Shows basic demographics for patients grouped by RTS. Specify the date range.


Input Parameters:

  • Start Date & End Date - Orders created between the Start Date and End Date are shown.


  1. RTS - Sorted By RTS Last Name, First Name
  2. Order - Sorted By Patient Last Name, First Name


  • Patient Name
  • Intake Done Date
  • Patient SSN
  • Patient DOB
  • Patient Phone Number
  • Primary Insurance
  • Primary Diagnosis
  • Primary Physician
  • Patient Address
  • Facility
  • Order Notes

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