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Insurance Carrier Production Report

The Insurance Carrier Production Report lists insurance plans' production amounts, payments, and adjustments. The report can also include details about each procedure and insurance plan totals. The summary report and the full report will give you grand totals.

To generate the report

1.   In DXOne Reporting, select Management, and then double-click Insurance Carrier Production.

The Insurance Carrier Production 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 credit or charge to be included on the report, it must have a date within the specific date range or relative date range, based on the Date Type.

·        Date Type - Select whether to run the report by Entry Date or Procedure Date. Entry date indicates the date of a transaction that was entered into the database. Procedure date indicates the date of a transaction that was manually changed. Most of the time, procedures will have the same entry and procedure date. They will only differ when you backdate a procedure. Applied credits use the allocate date instead of entry or procedure date.

·        Financial Class Options - To display plans without a financial class, select Display Plans with no Financial Class type assigned. Or, to display plans with certain financial classes, select Selected Financial Class Types; and then click the search button to select the desired class types, or select the All check box to include all class types.

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

·        Insurance Carrier - Click the From and To search buttons to select the range of insurance carriers you want to include on the report, 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 - Click the search button to select the providers you want to include on the report, or select the All check box to include all providers.

·        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.

·        Group By - Select one of the following options:

·        Insurance Carrier - To group the report by insurance carriers. To group the detail first by insurance carrier and then by financial class type, select the Financial Class check box.

·        Financial Class - To group the report by the financial class. To group the detail first by financial class type and then by insurance carrier, select the Insurance Carrier check box.

·        Insurance Type - Select Dental or Medical to include either of those insurance types on the report.

·        Report Type - Select either Summary Report to view a totals for each insurance carrier or Full Report to include procedure details on the report.

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.