Performing Insurance Functions > Creating Claim Reports
Using claim reports can make insurance processing run smoothly and efficiently. There are several ways you can use the Claim Reports function to your advantage.
Tracking when claims have been filed (claims printed and sent to the insurance company).
Tracking pre-authorizations that are approved and unapproved (if your office files pre-authorization claims).
Correcting errors made by a previous insurance processor.
Tracking Continuation of Treatment forms, especially those missing information.
In conjunction with the Insurance Receivables report, following up on credit and delinquent accounts.
Printing a list of claims that can be deleted (if you forget to delete the paid claims).
Correcting problems before generating claims; for example, the Missing Information report for Continuation of Treatment claims.