Setting Up Insurance > Running Insurance Reports > Running Insurance Practice Management Reports

Running the Capitation Collections Summary Report

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:

  1. Select Reports > Practice Management > Insurance Reports > Capitation Collections Summary. The Output Options window is displayed.

  2. Select the output and click OK. The Capitation Collections Summary Report Setup window is displayed.

  3. In the Date Range section, click the drop-down arrows to select the dates from a calendar.

  4. In the Doctors section, use the drop-down arrows to select specific providers, or leave 999 to report on all providers.

  5. In the IDs section, use the drop-down arrows to select an insurance company or insurance plan.

  6. Click OK.

Additional Capitation Collections Summary Report Information:

Sample Report