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Canine III

Tracking Production By Company

We would like to be able to track insurance production by company. So we can keep track of our in-network PPO'S. Can you tell me away to get that report or consider making it so we are able too.

Thanks Paula

jeffrey.urkevich

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CS Dental Employee
CS Dental Employee

Re: Tracking Production By Company

Paula, 

Our existing reports that may meet your needs can be found under the Reports menu > Practice Management > Insurance Reports.  It sounds like you might be looking for the "Contractual Plan Production by Company" report.  Take a look.  If it isn't what you need, maybe you can give us more information on what specific information you are trying to find.  

Hope this helps! 

Danelle