Setting Up Insurance > Running Insurance Reports > Running Insurance Practice Management Reports
The Contractual Plan Production by Company Report lists all procedures posted using a DMO fee schedule. It displays the quantity performed and the amount of money generated by their production.
To run the Contractual Plan Production by Company report:
Select Reports > Practice Management > Insurance Reports > Contractual Plan Production By Company. The Output Options window is displayed.
Select an output and click OK. The Contractual Ins. Co. Production by ADA Codes Report window is displayed.
In the Date Range section, click the drop-down arrows to select the dates from a calendar.
In the Ins. Co. ID section, click the drop-down arrow to select an insurance company.
In the Doctors section, use the drop-down arrows to select specific providers, or leave 999 to report on all providers.
Click OK.
This report displays the code number, description, the dollar amount if charged at fee schedule 0, the contractual fee (including co-payment), the number of times the code was posted, and the practice dollar total at the contractual fee for that code.
This report will not run unless you specify a valid Ins. Co. ID.
If fee schedule 0 or the plan’s fee in the bluebook is updated, the dollar amount charged at fee schedule 0 reflects the updated fee.
The report contains the following information:
Code, Description—Transaction code, including extension, and its description.
Fee 0—Current fee for transaction code at fee schedule 0.
Cap Fee—Current plan fee for transaction code for insurance plan’s bluebook.
Quantity—Total number of transactions posted.
Amnt $—Actual dollar amount of insurable transactions posted.