Provider IDs List

The Provider IDs List displays information about each provider and the insurance plans for which each provider has an ID.

To generate the report

In DXOne Reporting, select Reference, and then double-click Provider IDs List.

The Provider IDs List dialog box appears.

Set up the following options:

Clinic - To filter the report by clinic, do one of the following:

To include all clinics that you are allowed to generate the report for, select the All checkbox.

To include specific clinics, do the following:

Click the search button .

The Select Clinics dialog box appears.

Note: Only the clinics that you are allowed to generate the report for are available.

If the list is long, to search for a clinic by ID and/or title, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a clinic's ID and/or title in the ID and Practice Title boxes, respectively.

Click Show Results to view a list of matching clinics.

Note: To return to viewing the list of all the clinics, 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 clinics.

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

Click Add.

Repeat steps b-d as needed to add other clinics.

Note: To not include a clinic that you added, select that clinic in the lower list, and then click Remove.

Click OK.

Provider/Staff - To filter the report by providers, do one of the following:

To include all providers that you are allowed to generate the report for, select the All checkbox.

To include specific providers, do the following:

Click the search button .

The Select Providers/Staff dialog box appears.

Note: Only the providers and staff that you are allowed to generate the report for are available.

If the list is long, to search for a provider by ID, first name, last name, and/or title, do the following:

Click Search.

The options for searching appear in the upper list.

Enter the first character or more of a provider's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.

Click Show Results to view a list of matching providers and staff members.

Note: To return to viewing the list of all the providers and staff members, 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 providers.

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

Click Add.

Repeat steps b-d as needed to add other providers.

Note: To not include a provider that you added, select that provider in the lower list, and then click Remove.

Click OK.

Insurance Carrier - To filter the report by the insurance carriers that provide plans for which identification codes have been entered, do one of the following:

To include all insurance carriers, select the All checkbox for both From and To.

To include a specific range of insurance carriers, select the starting insurance carrier (alphabetically by name) of the range for From and the ending insurance carrier of the range for To.

To include a specific insurance carrier, select the same insurance carrier for both From and To.

To include an open-ended range of insurance carriers, select an insurance carrier for either From or To, and then select the All check box for the other option.

To select a specific insurance carrier for From or To, do the following:

Click the corresponding search button .

The Select Insurance Carriers dialog box appears.

Do one of the following:

To get a list of all insurance carriers, do not enter any search criteria.

To search for insurance carriers by name, group plan name, group plan number, local number, payor ID, and/or address, enter the first character or more of an insurance carrier name, group plan name, group plan number, local number, payor ID, and/or address in the Carrier Name, Group Plan, Group#, Local#, Payor ID, and Address boxes, respectively.

Note: To clear any text that you have entered, click Clear Search.

Click Show Results to view a list of insurance carriers.

Note: To clear the list so you can search again, click Search.

In the list, select an insurance carrier.

Click OK.

Insurance Type - To filter the report by the type of insurance that carriers provide, select one of the following options:

All - To include insurance carriers that are associated with dental and medical insurance plans.

Dental - To include insurance carriers that are associated with dental insurance plans.

Medical - To include insurance carriers that are associated with medical insurance plans.

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.

Important information this report provides

Provider Details - Displays general information about each provider, including important IDs that are associated with the provider. This information is found in the Provider Information dialog box.

Clinic - The clinic that is associated with each provider ID for a given provider and insurance plan.

Plan Details - Displays general information about each insurance plan for which a provider ID has been entered. Insurance plan information is found in the Dental Insurance Plan Information dialog box.

Provider ID Details - Displays the provider’s ID code and number that has been entered for the insurance plan. Provider ID information is found in the Provider ID Setup dialog box.