Setting Up Insurance > Running Insurance Reports > Running Insurance Practice Management Reports
The Capitation Collections Summary report summarizes the collections received for any capitation plan over a designated time period. You can only generate this report for plans marked as DMO/capitation in the Insurance Plan record.
To run the Capitation Collections Summary report:
Select Reports > Practice Management > Insurance Reports > Capitation Collections Summary. The Output Options window is displayed.
Select the output and click OK. The Capitation Collections Summary Report Setup window is displayed.
In the Date Range section, click the drop-down arrows to select the dates from a calendar.
In the Doctors section, use the drop-down arrows to select specific providers, or leave 999 to report on all providers.
In the IDs section, use the drop-down arrows to select an insurance company or insurance plan.
Click OK.
This report will not run unless you specify a valid ID in the Company ID or Plan ID fields. This report itemizes your capitation receivables into capitation payments, patient payments (including per-visit charges), and supplemental payments paid to your practice for handling the plan.
The report contains the following information:
Capitation Payments—Payments posted to the plans’ Transaction window within the specified date range.
Patient Payments—Patient payments posted within the specified date range (codes 1.00-20.99, excluding 2.00-2.89 and 11.93, 12.93, 13.93, and 14.93).
Supplemental Ins. Payments—Insurance payments posted within the specified date range (codes 2.00-2.89; includes codes 11.93, 12.93, 13.93, and 14.93).
Total Payments—Total Payments = Capitation Payments + Patient Payments + Supplemental Ins. Payments.
Patients Seen—Total patients seen whose transaction dates are within the specified date range and who have the specified insurance company or plan.
Average Collection Per Pat.—Average Collection Per Patient = Total Payments divided by Patients Seen.