Benefits Remaining Report - view Parameters Screen, view Report.
This report will give the amount of remaining benefits for insurance patients selected for "Automatic Benefit Calculation" whose treatment is not complete. Benefits include the sum of primary and secondary insurance. To qualify for this report the patient must be set up for Automatic Benefit Calculation and they still must have treatment that needs to be completed.

NOTE - One very important use for this report is to get patients into the office to have their treatment completed before their insurance benefits run out. This usually happens at the end of the year.

Beyond these basic requirements the report can be limited by these options:

• Alphabetic Range
• Selected Assigned Doctors
• Last Visit Date Range - This is included because you may not want to contact patients who were very recently in for an appointment.
• Minimum Benefits Available - You might wish to consider only patients who have some significant amount of benefits remaining.
• Positive Proposed Amount Only - The report can detect patients who have had procedures posted as "Proposed." This is commonly done when sending a claim for prior-authorization. The report can be limited to patients who have some minimum amount of Proposed procedures needing to be performed.
• No Visit For X Days - This will only allow patients who have not been into the office for at least X days. You supply the value of X.
• Available For Standby Only - When you open an account, patients can be marked as "Available For Standby." This means they are willing to come in at any time when someone else has cancelled.
• Include "Treatment Complete" Patients - The default for the report is to include only those patients who do not have completed treatment plans. This option will override that and include patients who are not marked as complete. You would use this option if you feel you may not have properly marked patients as "Treatment Complete."
• ByPass Delinquent Accounts - You may not want to go out of your way to get patients back who are already delinquent in their payments.

Insurance Subscriber Report
Each account has three important member groups: the Responsible Party, the Patients, and the Insurance Subscribers. Various Diamond Dental Software reports access data concerning the Responsible Party such as the Accounts Receivable Report, and numerous reports access data related to patients such as the Patient Report. But this report specifically targets the Insurance Subscriber for an account. The Insurance Subscriber Report is very useful for giving you the information at your fingertips that is needed to check a patient’s eligibility for benefits. The report lists the subscriber name, social security number, group number, employee ID (if entered), The employer name, address and phone number, and the insurance carrier name, address, and phone number are also displayed. The report can be limited in various ways including by insurance carrier, employer, single account, and single responsible doctor.