Insurance Transaction Analysis Report

The Insurance Transaction Analysis Report displays charges (claims) and payments posted for a selected date range. Charges and payments are grouped by insurance carrier.

	Why:	To view the claims and payment issued for a selected date range for an insurance carrier, and to view the total value of claims posted for all insurance carriers.
	When:	As needed.

How do I run the Insurance Transaction Analysis Report?

In the Office Manager from the Analysis menu, click Dentrix Reports. Under Reports in the Dentrix Reports window, double-click Insurance Transaction Analysis. For step-by-step instructions on how to run this report, see the Dentrix Help (in the Office Manager, from the Help menu click Contents).

What information does this report provide?

A.   Claim Details

Note: If a patient has multiple claims posted during the date range of the report, each claim appears separately.

·        Sent – The date the claim was posted.

Note: If a report is filtered by procedure date, the sent date can fall outside the date range of the report.

·        Received – The date a payment was received for the claim.

B.   Insurance Payments – If you select Include Claim Charges and Payments when setting options for this report, payments made by the insurance carrier are itemized on the report.

C.   Charges – The procedures billed on a claim.

D.   Secondary Claims – If you select Include Secondary Claim when setting options for this report, secondary claims appear on the report.

Note: Secondary claims do not itemize claim charges.

E.   Patient Payments – If you select Include Patient Payments when setting options for this report, patient payments appear after carrier claims.

F.   Adjustments – If you select Include Adjustments when setting options for this report, adjustments appear after carrier claims.

G.   Grand Totals – If you select Include Grand Totals when setting options for this report, the Grand Totals section prints at the end of the report. The Grand Totals section provides the following information:

·        Total Claims Sent/Rec’d – The number of claims sent and received.

·        Total payments Ins/Patient – The number of insurance payments and patient payments listed in the report.