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kat710
Canine III

Production by Insurance Company Report

I need to run a production report by Insurance Company.  I would like to see the production from all insurance companies for a selected time period.  I am not looking to run one company at a time.  I would like the report to include either production or collection from the insurance companies we have had transactions with for this year or a specified date range.  Please advise how this can be done.

 

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5 Replies
tshaw
Community Manager
Community Manager

Re: Production by Insurance Company Report

Hi @kat710

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

@lindamoseley @tsalcido @rhall do any of you have input for this? 

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tsalcido
CS Dental Employee
CS Dental Employee

Re: Production by Insurance Company Report

You can run the insurance income report under Practice Management> Insurance Reports> Insurance Income.

 Run this report to track how much income your practice receives from each insurance company. 

tsalcido_0-1627585520998.png

 

tsalcido_0-1627585748539.png

The report provides a date range but it's one insurance company or plan at a time. It will only give the total payments and adjustments no production. 

 

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kat710
Canine III

Re: Production by Insurance Company Report

So there is no way to run a report other than one company at a time.  So I can potentially miss the information unless I input each insurance company one by one (which will be incredibly time consuming)?  

tsalcido
CS Dental Employee
CS Dental Employee

Re: Production by Insurance Company Report

That is correct on company at a time. 

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mdunham
First Molar I

Re: Production by Insurance Company Report

This has needed a correction for  A VERY LONG TIME.   It really causes an issue when you want to run for a COMPANY, but that COMPANY has multiple claims addresses,.  Example:  Delta Dental, up to 40 reports would need to be ran for that.  

Solution Ideas:   1.)  Allow users to run  Insurance PRODUCTION, ADJUSTMENT, and COLLECTION by ALLOWANCE table.  This would allow our PPO/HMO, especially TPA ( THIRD PARTY CONTRACTED)  practices to obtain CRITICAL INFORMATION of, production, risk, and collection by the plan to which are assigned to PPO/HMO/TPA Allowance schedules.   

This COULD be done already if SD would correct what seems to be minor issues of TPA applications. 

And is VERY important seeing that more and more PPO plans are instituting their own TPA within their PPO contracts.,  Aetna, UCCI and UHC come to mind quickly.         These reports could really prove invaluable especially for doctors who do not understand the web they sit in when they participate with broad PPO's.     Seeing as TPA's  and PPO TPA's fluctuate participation throughout the year without informing patients or doctors, I think it goes without saying how important it is to REALLY FIX THIS NOW.

Currently, SD claims that you can create a MAIN Delta Ins Company name,   then attach the MAIN Delta Company within the First Ins Co ID of Insurance Plan,   then in the Mail to Id, Add the Correct Anthem dental claims address etc.       SPOILER:  there are issues with this maneuver!     A.) Real-time eligibility and claim service CEASES.  Bummer.  B.) Claims do NOT go through, as some of the SubCompanies require a different mailing address than that of the MAIN plan.    SD--  Fix the window of claims acknowledgment of ECS to pull from the MAIL to and Pre auth Window, rather than that of INS CO Window.  Seems like that simple reconfiguring would then fix both the issue of ECS and that of real-time eligibility and claim status as ECS pulls from the INS CO window.    

 2.)  Allow users to run  Insurance Production, Adjustment, and Collection for multiple companies. (Still would not correct that of TPA or PPO TPA report needs.

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