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

Running the Contractual Plan Production by Company Report

The Contractual Plan Production by Company Report lists all procedures posted using a DMO fee schedule. It displays the quantity performed and the amount of money generated by their production.

To run the Contractual Plan Production by Company report:

1. Select Reports > Practice Management > Insurance Reports > Contractual Plan Production By Company. The Output Options window is displayed.

2. Select an output and click OK. The Contractual Ins. Co. 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 Ins. Co. ID section, click the drop-down arrow to select an insurance company.

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 Contractual Plan Production by Company Report Information:

Sample Report