Insurance Analysis Report

[kpratt]

We are utilizing a PPO negotiator and they would like the Insurance Analysis Report for all insurance companies combined and exported to excel.  How can I achieve this.

[tsalcido]

At this time there is no way, from the existing report, to export to Excel. 

[kpratt]

Is there a similar report that can be downloaded from the practice exchange.  I need a report showing the codes and fees submitted to every insurance company in the past year.

[tsalcido]

I have checked and there not a report on the Exchange. The Insurance Analysis report is that report. It would have to be ran per Insurance Company.

[debi_peterson]

Like Tina said, the only way to get this is the Insurance Analysis that has to be run per insurance company. 

If you use Line Item Accounting, you can get a report of codes / fees submitted to insurance, but the balance forward accounting system does not keep track of this except in the Insurance Analysis Report.

[sonyap]

@tsalcido @debi_peterson  Can you please explain this report to me?  We ran it for one of the insurance companies.  It lists the "Production at Std Fee", there is nothing in the "Ptn co-pay required" column, and the final column is "Est. Ins. Benefits".

First of all, I don't understand why the last column is an estimate when the report was run for last year.  Shouldn't those numbers be ACTUAL payments received?

Then I'm confused about the figures at the bottom.  If our total production was only $39000, how can the adjustment code that we selected have a total of $452000?  And why does the "Net write-off" number at the bottom show only $18600?  Shouldn't this number match the "total for adjustment code XXXXX"?

[jdowner]

Hello @sonyap 

In case it helps, this comes from an old knowledge page about the Insurance analysis report that may answer your question. 

The Insurance Analysis Report is designed primarily as a Capitation Plan Report.

It presents data for a specified period, showing how many procedures in this date range were performed that were covered by insurance. The report can also summarize such data as insurance Payments, those payments as a percentage of standard fees, and co-payments collected.

VERY IMPORTANT: This report shows the total amounts which the Insurance Company or Employer/Plan was estimated to pay during the date range. It does not show how much was actually paid. The total amount of the actual Insurance payments can be entered manually, and it will appear on the printed Report as "Capitation check received for this period."

The Insurance Analysis Report does not show Patients' names, but it does display total estimated amounts for each type of procedure performed during the selected Date Range.

[kpratt]

@debi_peterson  We do use line item accounting.  Where do I find the report for codes/fee submitted to an insurance company.  Also is there a report that let's you know which insurance companies you submitted to in a designated period of time?