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SoftDent: Running a Patients by Insurance Plan Report

SoftDent: Running a Patients by Insurance Plan Report

Goal:                                                                   

Generate a report of patients assigned to a specific insurance plan.

Solution:

 

1. Click Reports in the main menu bar.
2. Select Insurance.
3. Select Patients by Plan.
4. Click OK on the output options window.
5. Select the desired insurance plan from which to display associated patients.

Please note that to list patients on one specific plan, that plan should be selected in both the Starting and Ending ID fields.

6. Click OK to generate the report.

 

Labels (3)
Comments
mdunham

Another useful report would be one that showed insurance plans that associated with a defined Fee Schedule.  Many times a Third Party Payor will switch companies,i.e. Fee Schedules.  

Version history
Revision #:
1 of 1
Last update:
‎08-09-2017 01:49 PM
Updated by: