The Insurance reports include:
Capitation Report—Measures your production under capitation plans and determines the profitability of the capitation plans in which you participate.
Claim Submission—Tracks outstanding insurance claims and lists insurance claims that have been printed that day.
Insurance Aged Receivables—Tracks balances designated as the responsibility of the patient’s insurance. If a charge is covered by multiple policies, this report considers the balance to be the responsibility of the policy most recently billed.
Insurance Carrier/Plan Financial Analysis—Lists the number of patients, receipts, and adjustments for each insurance plan for the current year and the previous year.
Managed Care—Lists authorized treatments for a date range and provider, grouped by office, provider, or plan.
Open Treatment Plan—Tracks procedures that are entered as pre-treatment estimates and that have not yet been converted to actual charges or deleted.
Unbilled Insurance—Lists charges that have not yet been billed, because you are waiting for more information or lab results.
eVerifications—Used in conjunction with electronic services.
Accessing and Generating Reports