Insurance Reports

You can access the following reports from the Reports > Insurance menu:

 

Report Name

Description

Frequency

Alphabetical Insurance Company List

Select this report to generate a list of insurance companies in alphabetical order. For more information, see Running the Alphabetical Insurance Companies Report.

As Needed

Insurance Companies By ID

Select this report to generate a list of insurance companies by identification number. For more information, see Running the Insurance Companies by ID Report.

As Needed

Patients By Insurance Company By Company ID

Select this report to generate an alphabetical list of patients assigned to plans offered by an insurance company, sorted by company ID. For more information, see Running the Patients By Insurance Company By Company ID Report.

As Needed

Patients By Insurance Company By Company Name

Select this report to generate an alphabetical list of patients insured by a specific insurance company, sorted by company name. For more information, see Running the Patients by Insurance Company by Company Name Report.

 

Alphabetical Insurance Company Labels

Select this report to generate alphabetically-sorted insurance company labels. For more information, see Running the Insurance Company Labels Report.

As Needed

Insurance Company Labels By ID

Select this report to generate insurance company labels sorted by identification number. For more information, see Running the Insurance Company Labels Report.

As Needed

Alphabetical Insurance Plan List

Select this report to generate a list of insurance plans in alphabetical order. For more information, see Running the Alphabetical Insurance Plan List Report.

As Needed

Insurance Plans By ID

Select this report to generate a list of insurance plans by identification number. For more information, see Running the Insurance Plans by ID Report.

As Needed

Patients By Insurance Plan By Plan ID

Select this report to generate an alphabetical  list of patients assigned to insurance plans, sorted by plan ID. For more information, see Running the Patients By Insurance Plan by Plan ID Report.

As Needed

Patients By Insurance Plan By Plan Name

Select this report to generate an alphabetical list of patients assigned to insurance plans, sorted by plan name. For more information, see Running the Patients by Insurance Plan by Plan Name Report.

 

BlueBook

Select this report to generate bluebook dates for insurance plans. For more information, see Running the Bluebook Report.

As Needed

Alphabetical Employers List

Select this report to generate a list of employers in alphabetical order. For more information, see Running the Alphabetical Employers List Report.

As Needed

Employer By ID

Select this report to generate a list of employers by identification number. For more information, see Running the Employers by ID Report.

As Needed

Alphabetical School List

Select this report to generate a list of schools in alphabetical order. For more information, see Running the Alphabetical School List Report.

As Needed

Schools By ID

Select this report to generate a list of schools by identification number. For more information, see Running the Schools by ID Report.

As Needed

Alphabetical Other Facility List

Select this report to generate a list of other facilities in alphabetical order. For more information, see Running the Alphabetical Other Facilities Report.

As Needed

Other Facility By ID

Select this report to generate a list of other facilities by identification number. For more information, see Running the Other Facilities by ID Report.

As Needed