Setting Up Insurance > Running Insurance Reports > Running Insurance Plan Reports

Running the Patients by Insurance Plan by Plan Name Report

The Patients by Insurance Plan by Plan Name report generates an alphabetical list of patients assigned to insurance plans, sorted by plan name.

To generate a list of patients assigned to insurance plans by plan name, follow these steps:

1. Select Reports > Insurance > Patients by Plan > By Plan Name. The Output Options window is displayed.

2. Select an output option and click OK. The Patients By Insurance Plan Report window is displayed.

3. Select the starting and ending plan names.

4. Select an option:

5. To include information for patients with a specific user code:Type the code in the Include field.

6. To exclude information for patients with a specific user code:Type the code in the Exclude field.

5. Click OK.