Submitting and Tracking Claims > Running Claim Reports
The Outstanding Claims by Patient report shows outstanding primary and secondary dental and medical insurance claims sorted by patient.
To run the Outstanding Claims by Patient report:
Select Reports > Practice Management > Insurance Reports > Outstanding Claims by Patient. The Output Options window is displayed.
Select the output and click OK. The Outstanding Insurance Claims by Patient Report Setup window is displayed.
In the Patient Names section, click the drop-down arrows to select the starting and ending names for the report.
In the Provider section, click the drop-down arrow to select a provider from the list, or leave 999 to report on all providers.
In the Options section, select the options to include in the report, and type a number to indicate the age of the claims.
Click OK.
For each outstanding claim, this report lists the following:
First and last submitted dates
Claim number
Service date
Account guarantor
Patient's name
Patient’s ID number
Employer's name
Group number
Employer number
Social Security number
Claim amount
Estimated insurance payment amount
Payment amount received
Payment amount due
Claim age
Whether the claim is a pre-authorization
Whether the claim can be submitted electronically
Total claim amounts submitted
Total estimated payments due
Total pre-authorization amounts for both primary and secondary claims