SoftDent: How To Generate An Insurance Income Report

Document created by chriscornett Employee on Jul 26, 2017
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How to generate an insurance income report



To generate a report to track income from a specific insurance plan or company


  1. Click Reports in the main menu bar.
    2. Select Practice Management.
    3. Select Insurance Reports.
    4. Select Insurance Income.
    5. Select the desired output option.
    6. Click OK.
    7. Select the specific company or plan to determine insurance income.
    8. Click OK.
    9. Allow the report to generate.

Additional Information:


This report CANNOT be run for DMO/capitation plans.