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Next, go through the column list and check or uncheck the columns you want to appear in the layout. Click OK to finish. I’ve highlighted some columns you may want to add.

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Another option you may want to apply to your layout is to Group the grid by client or payer name. Click the Client column header and drag it up to the area where it says “Drag a column header here to group by that column.” and let go to complete.

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