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

Running the Insurance Income Report

The Insurance Income report tracks how much income your practice receives from each insurance company you deal with. It gives a breakdown of the total payments and adjustments for any insurance plan or company entered in your system.

• You cannot run this report for DMO/capitation plans.

Sample Report

To run the Insurance Income report:

1. Select Reports > Practice Management > Insurance Reports > Insurance Income. The Output Options window is displayed.

2. Select the output and click OK. The Insurance Income Report Setup window is displayed.

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

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

5. 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.

6. Click OK.