SoftDent: Running a Patients by Insurance Plan Report

Document created by chriscornett Employee on Aug 9, 2017
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Goal:                                                                   

Generate a report of patients assigned to a specific insurance plan.

Solution:

 

1. Click Reports in the main menu bar.
2. Select Insurance.
3. Select Patients by Plan.
4. Click OK on the output options window.
5. Select the desired insurance plan from which to display associated patients.

 

Please note that to list patients on one specific plan, that plan should be selected in both the Starting and Ending ID fields.

 

6. Click OK to generate the report.

 

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