Setting Up Insurance > Running Insurance Reports > Running Insurance Practice Management Reports
This report lists all productions posted using a DMO/capitation fee schedule, and compares their charges to the total of the same production for fee schedule 0.
To run the Contractual Plan Analysis report:
Select Reports > Practice Management > Insurance Reports > Contractual Plan Analysis. The Output Options window is displayed.
Select the output and click OK. The Contractual Plan Analysis Setup window is displayed.
In the Date Range section, click the drop-down arrows to select the dates from a calendar.
In the Doctors section, use the drop-down arrows to select specific providers, or leave 999 to report on all providers.
In the IDs section, use the drop-down arrows to select a specific insurance company or plan, or leave as 0 for all companies and plans.
To include transaction details, click the Include Transaction Details option.
If you do not want to include plan details in the report, deselect Include Plan Details.
Click OK.
Additional Contractual Plan Analysis Report Information: