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Insurance Claims to Process Report

The Insurance Claims to Process Report includes all insurance claims that have been created in the Ledger but not sent to the Batch Processor, printed, or sent through eClaims. This report includes the range of patients, providers, and carriers you specify. The report also includes the claim date, type of claim (Primary/Secondary), patient name, insurance company name, claim amount, and expiration date. Additionally, a total of the amounts for Primary Claims and Secondary Claims and a combined total print at the end of the report.

To generate the report

1.   In the Reports menu in the Office Manager, point to Ledger, and then click Insurance Claims to Process.

The Insurance Claims to Process Report dialog box appears.

 

2.   Select Dental to include dental insurance carriers or Medical to include medical insurance carriers.

3.   Type the Report Date that you want to print on the report. The default is the current date.

4.   Do the following:

·        Select Patient - Select the range of patients that you want to include. Click the From and To search buttons to select the starting and ending patient, respectively, or leave <ALL> selected in both fields to include all patients.

·        Select Primary Provider - Select the range of primary providers (Prov1 in the Family File) that you want to include. Click the From and To search buttons to select the starting and ending providers, respectively, or, leave <ALL> selected in both fields to include all primary providers.

·        Select Insurance Carrier - Select the range of carriers that you want to include. Click the From and To search buttons to select the starting and ending carriers, respectively, or leave <ALL> selected in both fields to include all insurance carriers.

·        Select Date - Type the creation date range of insurance claims that you want to include on the report in the From and To fields.

5.   Click OK to generate the report and send it to the Batch Processor.