Submitting and Tracking Claims > Running Claim Reports

Running the Outstanding Claims with Benefit to Patient by Patient Report

The Outstanding Claims with Benefit to Patient by Patient report lists all outstanding primary and secondary dental and medical insurance claims with a benefit owed to the patient. The report is sorted by patient name.

Sample Report

To run the Outstanding Claims with Benefit to Patient by Patient report:

1. Select Reports > Practice Management > Insurance Reports > Outstanding Claims with Benefit to Pat. by Patient. The Output Options window is displayed.

2. Select the output and click OK. The Outstanding Insurance Claims by Patient Report Setup window is displayed.

3. In the Patient Names section, click the drop-down arrows to select the starting and ending names for the report.

4. In the Provider section, click the drop-down arrow to select a provider from the list, or leave 999 to report on all providers.

5. In the Options section, select the options to include in the report, and type a number to indicate the age of the claims.

6. Click OK.