Insurance Reports
There are two ways to access the Insurance Reports Menu. Click the Insurance Reports button from either the Main Menu or from the Reports Menu. This menu’s various choices will now be discussed.

Insurance Tracking Report and Edit Insurance Tracking
The first two choices on the Insurance Reports menu are the Insurance Tracking Report and Edit Insurance Tracking. Both these choices are discussed in the section on Insurance Tracking.

Completed Procedures / Insurance Not Billed - view Parameters Screen, view Report.
This report will list all patients who have procedures that are completed, and yet not billed to the insurance. The purpose of the report is to create a list of patients who need insurance printing performed. Even one un-billed procedure will cause the patient to be included on this report. It is your protection that insurance revenue will not "slip through the cracks." A unique option on this report is Work Completed Patients Only. This choice will cause only those patients who have been designated as "Treatment Complete" to be listed. Patients showing up on this list would definitely need there insurance processed.

Employer, Benefit Plan, and Carrier Listings
These are three separate reports for creating listings of your entered Employers, Benefit Plans, and Insurance Carriers. These three entities can all be linked to what are known as "Search Groups." Search groups link employers, benefit plans, or carriers together. For example, you could create an Employer Search Group called "Schools." Schools can be employers. There may be many different schools, each with unique names and addresses. If you would like a listing of all the employers designated as "Schools", you would have that capability.

Benefit Plan and Carrier Payments/Charges Reports - view Parameters Screen, view Report.
The Payments/Charges Reports can be done for Benefit Plans or Insurance Carriers. You are once again asked to supply a date range for consideration. The carriers or benefit plans qualify for the report by being linked to patients who had posting activity within this date range. On the report, the names listed will be those of the qualified carriers or benefit plans, and also showing the total charges and payments. The report displays the following column headings:

• Name (of carrier or benefit plan)
• ID# (each carrier or benefit plan has a unique id#)
• Charges
• Payments

The Charges that are totaled on the report represent the total charges that were posted to patients who were associated with the carrier or benefit plan in question. The Payments that are totaled on the report represent the total insurance payments that were posted to patients who were associated with the carrier or benefit plan in question. Patient Payments are not calculated into this total.