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Patient Finder: How to Find Annual Family Value
Patient Finder: How to Find Annual Family Value

Learn how to view annual value per each family in a Patient Finder list

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Viewing Annual Family Value will tell you the average, annual value of your patients by guarantor. This will provide clarity regarding how much treatment as a dollar value the family has completed and paid for.

How to View Annual Family Value

Important note: Annual family value only shows under the guarantor for the account.

  1. Access Patient Finder from the left side menu of Analytics

  2. Open or create the list of patients you would like to view

  3. The far right column will show the Annual Family Value by guarantor

To learn how to add or remove Patient Finder columns, click here.

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