Setting Up Insurance > Running Insurance Reports > Running Insurance Company Reports
The Patients by Insurance Company by Company ID report generates an alphabetical list of patients assigned to plans offered by an insurance company, sorted by company ID.
To generate a list of patients assigned to insurance companies by company ID:
Select Reports > Insurance > Patients by Company. The Output Options window is displayed.
Select an output option and click OK. The Patients By Insurance Company Report window is displayed.
Select the starting and ending identification numbers.
Select an option:
To include information for patients with a specific user code:
To exclude information for patients with a specific user code:
Click OK.