Creating insurance carrier list reports

You can use the Insurance Carrier List Report to print the carrier’s name, address, phone number, contact, and all related insurance information. You can also select an option to include the insured subscribers for each insurance plan, an option to include all insured patients for each plan, and an option to print mailing labels for the insurance carriers.

To create an insurance carrier list report

1.   In Reports toolbar, click the Reference Reports button, and then click Insurance Carrier List.

The Insurance Carrier List dialog box appears.

2.   If necessary, change the report date.

The default is the current date.

3.   Under Select Insurance Carrier, enter the range of insurance carriers that you want to print.

·        Click the From search button to select the starting carrier for the range, and then click OK.

·        Click the To search button to select the ending carrier for the range, and then click OK.

4.   Under Select List Types, select the types that you want to print:

·        Standard List –

·        Include Subscribers (of each carrier)

·        Include All Insured Patients –

·        Include Provider IDs –

·        Mailing Labels (1 to 3 labels across)

Note: You should not select the standard list and include subscribers options unless you want two different lists: one list will show carriers and the other will show carriers with subscribers.

5.   To send the report to the Batch Processor, click OK.