Generating a List of Patients Who are Members of Specific Insurance Companies

To generate an alphabetical list of patients assigned to plans offered by an insurance company, sorted by company ID:

1. Select Reports > Insurance > Patients by Company. The Output Options window is displayed.

2. Select an output option and click OK. The Patients By Insurance Company Report window is displayed.

3. Select the starting and ending identification numbers.

4. To list patients for only one company, type the company ID number in both the Starting ID and Ending ID fields.

4. Select an option:

5. To include information for patients with a specific user code: Type the code in the Include field.

6. To exclude information for patients with a specific user code: Type the code in the Exclude field.

5. Click OK.