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joedindo
Premolar III

$s collected from field insurance claims

Is there a report or expert that can pull all $s collected from claims filed?

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Moderator
Moderator

Re: $s collected from field insurance claims

Hello Joe

The closest built in, or available on the expert exchange, report that we have that would pull these types of numbers is the Insurance company ledger Details report.  It is found under File > print > Insurance. 

It is designed to show you how much the insurance company has paid, the total write off amounts, and total patient payment amount. it breaks it down by code and is done for the selected insurance company. 

We don't have one specifically to break it down by claim.

I did however, play around some building an expert that gives the option of the date range when claims were "First submitted" and then it will show the information per claim in that date.  I can make it show Patient name, insurance company, date submitted, and the "Actual amount paid" for that claim. 

It will not total it at the bottom, but this information would be able to be exported to a spreadsheet so that a formula in excel can total it for you if desired. 

here is a screenshot of what I was playing around making. Claims Amt paid expert.png

 

 

 

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joedindo
Premolar III

Re: $s collected from field insurance claims

Thanks for the info. However, this provides partial information. I'm also looking to find out how much the patient paid out of pocket.
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CS Dental Employee
CS Dental Employee

Re: $s collected from field insurance claims

@robertangus or @jdowner may know of a way. 

The only report I know of is exclusive to Line Item Accounting. It provides a full break down of insurance payments, insurance adjustments, office adjustments, patient payments, and unpaid amounts. Since payments cannot be allocated if LIA is not activated, this may not be possible in your setup. Deferring to the experts tagged above. 

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joedindo
Premolar III

Re: $s collected from field insurance claims

Any idea what the transition to LIA is like & how much work that involves?  

How does it affect PW's standard reports (periodic, daily, collections, etc)? 

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CS Dental Employee
CS Dental Employee

Re: $s collected from field insurance claims

If you're not using it to pay providers on collections, the transition can be very easy. Knowing your level of operation I should mention that none of the LIA information have field exports, which would mean using the existing reports. 

Here's a link to a post about the analysis reports with detailed PDF's attached:

https://community.carestreamdental.com/t5/PRACTICEWORKS/Payment-Analytics-with-Line-Item-Accounting/...

Another important factor is the information has to be "built up". In other words, after transitioning the reports will have nothing to report on. You'd have to apply payments over time to begin generating those reports. 

I'd recommend going through the pre-recorded training first (it's not very long) to get a good overview of the process and what using LIA is like. You can find a link to those classes (along with a ton of documentation) here

 

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joedindo
Premolar III

Re: $s collected from field insurance claims

I do pay associates on collections. So how does that affect the transition...
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CS Dental Employee
CS Dental Employee

Re: $s collected from field insurance claims

If you continue to use the system you're using to pay on collections, not much. However if you decide you want to start using the Payroll report options available with LIA, quite a bit. Are you tracking collections via a spreadsheet at the moment? 

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joedindo
Premolar III

Re: $s collected from field insurance claims

Actually, I am tracking it another way through PW. It's not for the faint of heart and is error prone but we have a working mechanism...
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CS Dental Employee
CS Dental Employee

Re: $s collected from field insurance claims

In that case LIA may be a great option for you since you'll get an easy to read report and have an audit report option if you want to know why a provider got paid (or didn't get paid due to adjustments). The link I provided earlier for training is an index of all things LIA. There's a link in there called Payroll. It has downloadable PDF's of the Payroll and Distribution Audit reports if you want to take a look. 

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