Insights: Clients
The Clients report provides a detailed overview of key information from your clients’ charts, including their current status, treatment plan status, assigned practitioner, appointment details, billing responsibilities, insurance coverage, and more. It’s designed to help you quickly access and manage essential client data in one place.
👀 If you don’t see the Clients report, your permission settings may need to be updated. Please check with your system administrator to review and adjust your access.
In this article:
- Clients Report Contents
- Using Report Filters
- Sorting by Column
- Downloading Client Data
- Frequently Asked Questions
- Related Resources
Clients Report Contents
The following information is displayed on this report:
|
Field |
Definition |
|---|---|
|
Client |
The client's first and last name or the couple/conjoint name |
| Practitioner |
The client's assigned practitioner |
| Status |
The current client status: Active or Inactive |
| Treatment Plan Status |
The status of the client's treatment plan: Active on: Date the treatment plan was activated Ended on: Date the treatment plan ended Not Started: Client does not have a treatment plan |
| Next Appointment |
The date of the client's next appointment |
| Last Appointment | The date of the client's previous appointment |
|
Primary Billing Responsibility |
Determined by the client’s chart settings under Billing > Settings: Self-Pay or Insurance |
| Primary Payer |
The client’s primary insurance policy, entered under Billing > Settings > Insurance |
| Secondary Payer |
The client’s secondary insurance policy, entered under Billing > Settings > Insurance |
| Default Payment Method |
The card type and last four digits of the default card on file |
| Portal Status |
Indicates if the client has access to the client portal: Access: The client has been invited to the portal, has accepted the invitation, and has created their login credentials Not Invited: The client hasn't yet been invited to the client portal Invited: The client has been invited to the client portal but hasn't yet accepted the invitation Disabled: The client's portal access has been disabled by a member of the account |
| AutoPay |
The client’s AutoPay status under Billing > Settings > Billing Automation: Enabled: The account will look each evening at 12:30am to determine if a card is on file and a client amount is due, then attempt to charge the card Disabled: The AutoPay process will not run for the client |
Using Report Filters
Use filters to narrow your view and focus on specific client data. Filters let you refine results by assigned practitioner (Member), client name, status, treatment plan status, primary payer, and secondary payer, helping you quickly locate the information you need.
Sorting by Column
Click any column header to sort data alphabetically or by date.
For example, sort by Client Name to organize alphabetically, by Next Appointment to view upcoming sessions, or by Auto-Pay to group clients by payment status.
Downloading Client Data
To the right of the filter options, you can download the report as a .csv file. You can exclude specific parts of the data as needed by filtering the report before selecting Download.
Frequently Asked Questions
Why do some clients not appear in the report?
Clients may be filtered out based on practitioner assignment, status, or other filters. Check your active filters to ensure they match the clients you expect to see and click the X to remove a filter if needed.
Can I download only certain data?
Yes. You can use filters before downloading to limit the dataset.
Does the report include inactive clients?
Yes, all clients show by default. You can optionally filter by client status.
Related Resources
For more information about clients and Insights reports, check out these resources: