Analyzing Insurance Reimbursements

The Insurance Carrier/Plan Financial Analysis report enables you to analyze the numbers of patients, receipts, and adjustments for each insurance plan, for both the current year and previous year.

You can use this report to view reimbursements at the procedure level, as well as patient totals for each plan.

To see a sample report, click here.

To print an Insurance Carrier/Plan Financial Analysis report:

Select Reports > Insurance > Insurance Carrier/Plan Financial Analysis. The Insurance Carrier/Plan Financial Analysis Report window is displayed.
In the Posting Period Ending field, type the end date of the posting period.
From the drop-down list in the Service Office field, select the office where services are performed.
Enter an insurance carrier or select one by clicking .
From the drop-down list in the Plan Type field, select the type of insurance plan.
From the drop-down list in the Coverage field, select the type of coverage.
Select how you want to group the information by choosing the options in the Group By section.
Select how you want to sort the information by choosing one of the options in the Sort By field.
Select where you want the detailed information to be displayed by choosing an option in the Format section.
Select whether you want the information to be displayed with Charges or with Patient Counts.
Click Print. The Print Insurance Plan Analysis Report window is displayed.
Change the settings as needed.
To print a hard copy of the report, click Print, or to view the report on your computer, click Preview.