# Clients With Medical - Report

**URL:** <https://www.protaxcommunity.com/t/clients-with-medical-report/13014>\
**Category:** Client Manager\
**Created:** [October 21, 2026, 7:10pm UTC](https://www.protaxcommunity.com/t/clients-with-medical-report/13014 "2026-10-21T19:10:28Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![Jennifer](https://avatars.discourse-cdn.com/v4/letter/j/46a35a/32.png) [@Jennifer](https://www.protaxcommunity.com/u/Jennifer)\
**Post date:** [October 21, 2026, 7:10pm UTC](https://www.protaxcommunity.com/t/clients-with-medical-report/13014/1 "2026-10-21T19:10:28Z")

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Good Afternoon,

I’m trying to get some information out of client manager related to what clients we have completed a medical schedule for. I don’t see anything in the Quick Search filters and I’ve tried Batching to create a Query Field, but have had no luck! Any suggestions?

Thanks 🙂

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**Author:** ![sataxes](https://avatars.discourse-cdn.com/v4/letter/s/ee7513/32.png) [@sataxes](https://www.protaxcommunity.com/u/sataxes)\
**Post date:** [October 21, 2026, 8:31pm UTC](https://www.protaxcommunity.com/t/clients-with-medical-report/13014/2 "2026-10-21T20:31:14Z")

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You can run a batch report against CurrentClient.MedicalExpenses.TaxpayerMedical.TotalMedicalExpenses (line 33099).  
You’ll be able to filter out the output report to see who has an amount showing.

If you are looking for specific information from the medical worksheet grid, the easiest solution is data mining but it can still be done using batch reports. You would have to query against each individual line in the grid.

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**Author:** ![Jennifer](https://avatars.discourse-cdn.com/v4/letter/j/46a35a/32.png) [@Jennifer](https://www.protaxcommunity.com/u/Jennifer)\
**Post date:** [October 22, 2026, 11:33am UTC](https://www.protaxcommunity.com/t/clients-with-medical-report/13014/3 "2026-10-22T11:33:12Z")

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> [@sataxes](#):
>
> CurrentClient.MedicalExpenses.TaxpayerMedical.TotalMedicalExpenses

Thank you so much! I was totally getting the expression wrong!
