Iowa State Claim Payment Report

The Iowa State Claim Payment Report displays payments that are associated with claims.

To generate the report

In DXOne Reporting, select Custom, and then double-click Iowa State Claim Payment Report.

The Iowa State Claim Payment Report dialog box appears.

Set up the following options:

Date Range - To filter the report by date, do one of the following:

To include claims that have service dates within a range that you specify, select the Specific Range option. With this option selected, do one of the following:

Enter a date range (in a m/d/yyyy format) in the From and To boxes.

To select a date, do the following for From and To:

Click the corresponding calendar icon to view a month calendar.

Navigate to the correct month, using the left and right arrows.

Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year, using the left and right arrows, and then click the correct month.

Click the correct day.

To include claims that have service dates within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:

Insurance Carrier - To filter the report by insurance carriers, do one of the following:

To include all insurance carriers, select the All checkbox.

To include specific insurance carriers, do the following:

Click the search button .

The Select Insurance Carrier dialog box appears.

If the list is long, to search for insurance carriers by name, group plan name, group plan number, and/or local number, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of an insurance carrier name, group plan name, group plan number, and/or local number in the Carrier Name, Group Plan, Group#, and Local# boxes, respectively.

Click Show Results to view a list of matching insurance carriers.

Note: To return to viewing the list of all the insurance carriers, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.

In the upper list, select one or more insurance carriers.

Note: To select multiple insurance carriers, click an insurance carrier, and then, while pressing the Ctrl key, click the other desired insurance carriers. To select a range of adjacent insurance carrier, click the first insurance carrier of the desired range of insurance carriers, and then, while pressing the Shift key, click the last insurance carrier of the desired range of insurance carriers.

Click Add.

Repeat steps b-d as needed to add other insurance carriers.

Note: To not include an insurance carrier that you added, select that insurance carrier in the lower list, and then click Remove.

Click OK.

ADA Code Exclusions - Up to 10 procedure codes per claim can appear on the report. To exclude procedure codes from the report, do one of the following:

To not exclude any procedure codes, select the All checkbox.

To exclude specific procedure codes, do the following:

Click the search button .

The Select ADA Codes dialog box appears.

Do one of the following:

To get a list of all procedure codes, do not enter any search criteria.

To search for procedure codes by category, abbreviated description, ADA code, and/or description, enter the first character or more of a procedure code category, abbreviated description, ADA code, and/or ADA description in the Category, User Code, ADA Code, and/or Description boxes, respectively.

Click Show Results to view a list of matching procedure codes.

Note: To clear the search criteria that you entered so you can search again, click Search, and then click Clear Search. Then, repeat steps b-c.

In the upper list, select one or more procedure codes.

Note: To select multiple procedure codes, click a procedure code, and then, while pressing the Ctrl key, click the other desired procedure codes. To select a range of adjacent procedure codes, click the first procedure code of the desired range of procedure codes, and then, while pressing the Shift key, click the last procedure code of the desired range of procedure codes.

Click Add.

Repeat steps b-e as needed to add other procedure codes.

Note: To not include a procedure code that you excluded, select that procedure code in the lower list, and then click Remove.

Click OK.

Claim Type - Select or clear any of the following checkboxes:

Primary Medical - Do one of the following:

To not include medical claims, clear the Primary Medical checkbox.

To include primary medical claims, select the Primary Medical checkbox. With the Primary Medical checkbox selected, to also include secondary medical claims, select the Secondary Medical checkbox.

Note: The Secondary Medical checkbox is available only if the Primary Medical checkbox is selected.

Primary Dental - Do one of the following:

To not include dental claims, clear the Primary Dental checkbox.

To include primary dental claims, select the Primary Dental checkbox. With the Primary Dental checkbox selected, to also include secondary dental claims, select the Secondary Dental checkbox.

Note: The Secondary Dental checkbox is available only if the Primary Dental checkbox is selected.

Other Options - Select or clear the following checkbox:

Include Report Headers - With this checkbox selected, the report details appear on the first page (cover page) of the report. With this checkbox clear, there is not a cover page with report details.

Include - Select one of the following options:

Paid Claims Only - To include only paid claims.

All Claims - To include paid and unpaid claims.

Amount Paid by Other Sources - Select or clear any of the following checkboxes as applicable:

Include Primary Dental Payments Associated with Secondary Dental Claims (which is available only if the Secondary Dental checkbox is selected).

Include Primary Medical Payments Associated with Secondary Medical Claims (which is available only if the Secondary Medical checkbox is selected).

Include Secondary Dental Payments Associated with Primary Dental Claims (which is available only if the Primary Dental checkbox is selected).

Include Secondary Medical Payments Associated with Primary Medical Claims (which is available only if the Primary Medical checkbox is selected).

Include Primary and Secondary Dental Payments Associated with Medical Claims (which is available only if the Primary Medical checkbox is selected).

Include Primary and Secondary Medical Payments Associated with Dental Claims (which is available only if the Primary Dental checkbox is selected).

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

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

Click Schedule to schedule a report job.

Click OK to preview the report.