SoftDent: How Do I Run a Report to Display Patients that are Members of Specific Insurance Companies?

Document created by chriscornett Employee on Jul 13, 2017
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How do I run a report to display patients that are members of specific insurance companies (Patients by Company)?




  1. Click Reports in the main menu bar.
  2. Select Insurance.
  3. Select Patients by Company.
  4. Click OK on the output options window.
  5. Select the desired insurance company from which to display associated patients.
    • Please note that to list patients on one specific company, that company should be selected in both the Starting and Ending ID fields. 
  6. Click OK to generate the report.