View Insurance Tracking Report Parameters screen, view Insurance Tracking Report.

For Authorization
Only  Include only claims sent for prior authorization

Limit by Employer, Benefit Plan, or Carrier
These three options all have Search Groups or Specific searches. To explain this, let's take carriers for example. When you click on the Carrier option you will be asked to select between Specific Carrier or Carrier Search Group. When creating your carriers you had the option to also create Carrier Search Groups and to place your carriers in one of those groups. For example, you may have many carriers that are called Aetna. Aetna may have many different addresses in various states and therefore separate carrier entries are required for these. But you can also create a carrier group called "Aetna."  All the Aetna carriers can be placed in this carrier group. This gives all these Aetna carriers something in common. Getting back to our report, if you want to see the claims that were sent to Aetna (any Aetna carrier), you would use the Carrier Search Group option. In that case, all Aetna carriers would qualify. However, if you want to see claims sent to a particular Aetna carrier at a particular address, you would use the Specific Carrier choice. Benefit Plans and Employers work much the same way.

Date Sent Date Range
You can look at claims that were sent within some particular date range. You may want to set the range so you will not be looking at claims that were very recently mailed.

Date Received Date Range
This will limit the report to only claims that have been received, and received within a certain date range.

Show Employer/Carrier
Click this choice to extend the report to show the patients employer and carrier. It will display on a second line below the patient’s name. This sample of the Insurance Tracking Report has this option activated.

Editing The Insurance Tracking Table
The Insurance Tracking table must be properly maintained to be useful in accurately tracking insurance claims. The Edit Insurance Tracking screen is used for this purpose. You can access this screen via the Utility Menu and also on the Insurance Reports Menu.  Both these menus have buttons entitled Edit Insurance Tracking. When you click this button the Edit Insurance Tracking screen will open.