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Insurance Claims Not Sent Report

The Insurance Claims Not Sent Report shows all insurance claims that have been created in the Ledger but not sent to the Batch Processor, printed, or sent electronically. This report includes the range of patients, providers, and carriers to be included. The report includes the claim date, type of claim (primary or secondary) patient name, insurance company name, claim amount and expiration date. A total of the amounts for primary claims and secondary claims and a combined total prints at the end of the report.

To generate the report

1.   In DXOne Reporting, select Ledger, and then double-click Insurance Claims Not Sent.

The Insurance Claims Not Sent dialog box appears.

2.   Set up the following options:

·        Date Range - Do one of the following:

·        Select Specific Range, and then enter the date range in the From and To boxes.

·        Select Relative Date Range, and then select the range:

Current Day

Previous Day

Previous 6 Months

Next Week

Next Fiscal Year

Current MTD

Previous Week

Previous Fiscal Year

Next Month

Next Calendar Year

Current Fiscal YTD

Previous Month

Previous Calendar Year

Next 3 Months

 

Current Calendar YTD

Previous 3 Months

Next Day

Next 6 Months

 

Note: For a claim to be included on the report, it must have a date within the specific date range or relative date range.

·        Patient - Click the From and/or To search buttons to select the range of patients you want to include on the report (the range can be open-ended), or select both All check boxes to include all patients.

·        Insurance Carrier - Click the From and/or To search buttons to select the range of insurance carriers you want to include on the report (the range can be open-ended), or select both All check boxes to include all carriers.

·        Clinic - Click the search button to select the clinics you want to include on the report, or select the All check box to include all clinics.

·        Provider/Staff - Click the search button to select the providers/staff you want to include on the report, or select the All check box to include all providers and staff/members.

·        Billing Type - Click the search button to select the billing types for patients you want to include on the report, or select the All check box to include all billing types.

·        Patient Tag - To have the report include patients with certain tags assigned to them, select the Run By Patient Tag check box; and then, click the search button  to select the desired patient tags, or select the All check box to include patients with any patient tag. To not filter the report by a patient tag, clear the Run By Patient Tag check box.

·        Insurance Type - Select either Dental to list dental insurance claims not sent or Medical to list medical insurance claims not sent.

3.   Click Save as Default to save the current settings for the next time you run the report.

4.   Click Clear Defaults to revert the dialog box options to the original defaults.

5.   Click Schedule to schedule a report job.

6.   Click OK to preview the report.