How to get uninsured patients collection report within certain time period.

[springdental]

Hello, 

I need to get the quarterly collection report of uninsured patients in softdent. Is there any way possible to run this specific report?

I need it to document how much collection is from Insuranced patients vs fee for service patients. 

Thank you. 

[tsalcido]

The closest report is the Collectcion Summary report under Practice Managment.

If no detail transactions selected the report gives totals

If detail transactions included the report breaks down clearly by provider and dates

[mdunham · Accepted solution]

This report does not show income generated from UNinsured patients. This report shows collection types based on dates. Therefore, patients who made COPAYS via check or credit cards are incorporated into those totals. There is not a way in SD to obtain Uninsured Income. Here is the way I do it. I created the Patient User Code: U and place it on all UnInsured patient screen. User-selected reports which use User Codes can provide uninsured income and producition.

[springdental]

Thank you. Which User-selected report do you run to get Un insured income and production?
User select is not an option for Register, accountant's earning or collection report in practice central. Thank you.

[mdunham]

My Apologies for late response.   You can use this report>  Transactions for a period.  Enter dates for report. Elect to include Inactive pts,  Enter Patient User code "U" inside the Include,  Exclude: leave blank   then under codes, enter your cash, check, credit card, and financing payment options.   Be sure NOT to include the Insurance payment codes.  Your totals will appear.      

[tshaw]

Thank you for the post @springdental! 

Let me tag a few people that may be able to answer this. 

@rhall @asmith @lindamoseley  any suggestions for this?