I realize after searching the forum that I need to run a report for very Delta plan with a differing company ID in order to get a list of every Delta patient. Is there a way to sort and filter this so that we get only a list of Delta patients who've been seen in the last 3 years? We are 15 years old and need to contact patients to inform them of In-network/Out-of-Network status changes.
You will need to create a user selected report.
Enter in a title
Notice the X's next to some of the lines. If they are not to be included in the report you will need to highlight the line, click edit values on the top and uncheck print. *I counted 7 pre-selected*
You will need to edit each line that you want in your report and check the box to print.
First name, last name, Primary Insurance and last visit.
1. Highlight the line.
2 Click Edit Values on top
3. Check print and click ok.
Enter your date range.
With primary Insurance company you will click the drop-down arrow and the insurance company list will come up. Here is the challenge: if you have more than one Delta you may have to set up a couple of the same report. Just name each title differently. Delta CA, Delta MO, Delta NJ.
For more help in SoftDent go to HELP> SOFTDENT HELP
Search for User-Selected Reports