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Premolar I

Need Reports

I need a report that shows total production by payer and another that provides total collections by payer.  Both within a date range.  Can anyone help?

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CS Dental Employee
CS Dental Employee

Re: Need Reports

Total Collection by payor would be the Accounts and Receivable Report, Collection Summary. It will give you the option to run by provider and date range.

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Total Production by payer would be the miscellaneous report Production by Treatment Class. It will give you the option to run by provider and date range.

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Premolar I

Re: Need Reports

The Collection Summary Report does not break it down by payor (insurance company).  These are the results I get:

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Premolar I

Re: Need Reports

"Total Production by payer would be the miscellaneous report Production by Treatment Class."  I do not see any payer or payor (insurance company) in this report at all.

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Premolar I

Re: Need Reports

not solved
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Premolar III

Re: Need Reports

@tmslaug2  I'm not sure I understand what you mean when you say "production by payer".  However, I found the following report(s) - are either of these what you are looking for?

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Premolar I

Re: Need Reports

This has the information needed but it has to be run by each individual insurance company, correct? We don't need the breakdown, just totals.
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Premolar III

Re: Need Reports

@tmslaug2  Yes, for either of these reports, it is by individual insurance company listing.

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Premolar III

Re: Need Reports

@tmslaug2 - how about this?  However, it is still broken down by ins co, and even further broken down by plan.  Note:  It will work only if you are using Line Item Accounting.

 

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Premolar I

Re: Need Reports

Unfortunately we do not have line item accounting set up.
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