Setting Up Insurance > Handling Insurance Plan Transactions
For each transaction, the Plan Transaction List report generates:
Date.
Transaction code.
Production doctor identification number.
Transaction description.
Production amount.
Charges.
Charges adjustment.
Payment.
Payment adjustment.
To print DMO/Capitation or Medicaid plan transactions:
Select List > Ins. Plan. The Insurance Plan List window is displayed.
Select a DMO/Capitation or Medicaid insurance plan and select Transactions. The Plan Transaction List window is displayed.
Select Print Transactions. The Output Options window is displayed.
Select the output options and click OK. The Plan Transaction List Report Setup window is displayed.
Select the starting and ending dates and click OK.