Submitting and Tracking Claims > Running Claim Reports

Running the Outstanding Claims by Patient Report

The Outstanding Claims by Patient report shows outstanding primary and secondary dental and medical insurance claims sorted by patient.

Sample Report

To run the Outstanding Claims by Patient report:

1. Select Reports > Practice Management > Insurance Reports > Outstanding Claims by Patient. The Output Options window is displayed.

2. Select the output and click OK. The Outstanding Insurance Claims by Patient Report Setup window is displayed.

3. In the Patient Names section, click the drop-down arrows to select the starting and ending names for the report.

4. In the Provider section, click the drop-down arrow to select a provider from the list, or leave 999 to report on all providers.

5. In the Options section, select the options to include in the report, and type a number to indicate the age of the claims.

6. Click OK.

Additional Outstanding Claims by Patient Report Information: