Budget Planning > Running Ortho Reports

Running the Ortho Insurance Details Report

The Ortho Insurance Details report details the insurance information for all ortho insurance cases. This information includes the case fee, insurance portion, total payments to bill the insurance company, number of payments that have been billed to the insurance company, insurance balance, and monthly payments for each ortho case.

Sample Report

To run the Ortho Insurance Details report:

1. Select Reports > Practice Management > Ortho Insurance > Detail. The Output Options window is displayed.

2. Select the output option and click OK. The Orthodontic Report Setup window is displayed.

3. Select an option:

4. To restrict the report to a specific set of patients:Select the starting and ending patient identification numbers from the drop-down lists.

5. To restrict the report to a specific patient user code:Type it in the Include field.

6. To exclude a specific patient user code:Type it in the Exclude field.

7. To include inactive patients in the report:Click the Include Inactive Patients checkbox.

4. Click OK.