Setting Up Insurance > Running Insurance Reports > Running Insurance Practice Management Reports

Running the Capitation Plan Encounter Report

The Capitation Plan Encounter report lists all patients with transactions posted for a specific time period for a selected capitation plan. It also shows how many patients were seen in this period, the total number of procedures performed, and the total amount charged to these patients.

To run the Capitation Plan Encounter report:

1. Select Reports > Practice Management > Insurance Reports > Capitation Plan Encounter. The Output Options window is displayed.

2. Select an output and click OK. The Contractual Plan Production by ADA Codes Report window is displayed.

3. In the Date Range section, click the drop-down arrows to select the dates from a calendar.

4. In the Plan ID section, click the drop-down arrows to select the insurance plan.

5. In the Doctors section, use the drop-down arrows to select specific providers, or leave 999 to report on all providers.

6. Click OK.

Additional Capitation Plan Encounter Report Information:

Sample Report