Running Insurance Practice Management Reports

You can run the following insurance related practice management reports:

Insurance Income report:Insurance Income report:Run this report to track how much income your practice receives from each insurance company. This report details the total payments and adjustments for any insurance plan or company. You cannot run this report for DMO/ Capitation plans.
Write-Off Totals report:Write-Off Totals report:Run this report to generate a list of codes that have had a portion of their fee written off. This report includes the total write-offs posted in the specified date range, including those that may have been compressed, and a total of the actual write-offs.
Contractual Plan Analysis report:Contractual Plan Analysis report:Run this report to generate a list of productions posted using a DMO/capitation fee schedule and to compare the charges to the total of the same production for fee schedule 0.
Contractual Plan Production report:Contractual Plan Production report:Run this report to generate a list of all procedures posted using a DMO fee schedule. It details the quantity performed and the amount of money generated by the production of each procedure.
Contractual Plan Production by Company report:Contractual Plan Production by Company report:Run this report to generate a list of all procedures posted using a DMO fee schedule. The quantity performed and the amount of money generated by production are included in the report. This report is sorted by insurance company.
Capitation Collections Summary:Capitation Collections Summary:Run this report to summarize the collections received for any capitation plan during a specific time period.
Capitation Plan Encounter report:Capitation Plan Encounter report:Run this report to generate a list of patients with transactions posted during a specific time period for the selected capitation plan. How many patients were seen within the specified time, the total number of procedures performed, and the total amount charged to these patients are included in the report.
Capitation Insurance Company Encounter report:Capitation Insurance Company Encounter report:Run this report to generate a list of all patients with transactions posted for a specific time period for the selected capitation plan. How many patients were seen within the specified time, the total number of procedures performed, and the total amount charged to these patients are included in the report. This report is sorted by insurance company.
Medicaid Wrap Reconciliation Report:Medicaid Wrap Reconciliation Report:Run this report to produce a list of Medicaid services provided during a given time period.