Setting Up Insurance > Running Insurance Reports > Running Insurance Plan Reports
The Patients by Insurance Plan by Plan ID report generates an alphabetical list of patients assigned to insurance plans, sorted by plan ID.
To generate a list of patients assigned to insurance plans by plan ID:
Select Reports > Insurance > Patients by Plan > By Plan ID. The Output Options window is displayed.
Select an output option and click OK. The Patients By Insurance Plan Report window is displayed.
Select the starting and ending plan identification numbers.
Select an option:
To include information for patients with a specific user code:
To exclude information for patients with a specific user code:
Click OK.