Setting Up Insurance > Running Insurance Reports
You can run reports that generate lists of each insurance plan associated with your practice by:
Company Name
Company ID
You can run reports that generate lists of patients assigned to an insurance plan by
Plan Name
The insurance plan related reports are available from the Reports menu. In addition to the reports provided with the software, you can run user-selected reports based on criteria that you define.
You can run the following reports:
Patients by Insurance Plan by Plan Name
Running the Alphabetical Insurance Plan List Report
Running the Insurance Plans by ID Report
Running the Patients by Insurance Plan by Plan ID Report
Running the Patients by Insurance Plan by Plan Name Report