Handling Reports > Accounting Reports
The Insurance Payment Distribution report lists all patients covered by insurance payments posted for a specific date range. If desired, you can print the report for EFT payments only.
The Insurance Payment Distribution Report had previously been named the Insurance Check Distribution Report.
To run the Insurance Payment Distribution report:
Select Reports > Accounting > Insurance Payment Distribution. The Output Options window is displayed.
Select the output and click OK. The Insurance Payment Distribution Report window is displayed.
In the Dates section, click the drop-down arrows in the Starting and Ending fields to select the report dates from a calendar.
To print the report showing only EFT payments, click Print EFT Payments Only.
Click OK.
Additional Details:Additional Details:
This report lists the code, bank number, check number, insurance company name and ID, and amount for each insurance payment posted. The report also lists the patients or plan names and IDs covered by each payment, and their covered portion.
Note: The same information is contained in the report for EFT payments only.