View Recipe: Insurance View

This recipe helps create a view that displays referrals with a specific insurance type.  Note that changing the value in Step 4 can create different views for different types of insurance.

Remember: all views are created in a similar manner.  For a quick primer, our Creating New Views article walks through all the steps in detail.  The recipes below simply highlight the fields needed to achieve the specific view.

Example Screenshot- Medicare Insurance

Example Screenshot - Medicaid Insurance