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Utilization Report for Dental Insurance

The Utilization Report for Dental Insurance is designed for use with Managed Care insurance plans and Dental Insurance Capitation plans. It shows all procedures completed under selected insurance plans for the selected date ranges. In addition, you can compare co-payments with the practice's regular fees.

To generate the report

1.   In the Reports menu in the Office Manager, point to Ledger, and then click Utilization Report for Dental Insurance.

The Utilization Report for Dental Insurance dialog box appears.

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

3.   Do the following:

·        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 Procedure Date - Type the starting and ending dates for the range of procedures that you want to include on the report in the From and To fields.

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

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

·        Select Fee Schedule - Click the search button and select the fee schedule that you want to compare to each procedure. Select the fee schedule for fees that you use in your practice.

4.   Under Compare Fee Schedule With, select the fee amount that you want to compare with each procedure in the selected fee schedule:

·       Transaction Amount

·       Co-Pay From Coverage Table

5.   Under Include, select All Procedures or Only Procedures In Coverage Table.

6.   To have each plan begin on a new page, select New Page For Each Plan.

7.   Click OK to send the report to the Batch Processor.