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Post by hec on Mar 21, 2014 19:37:03 GMT -6
Is there a report to run that will show many patients in our practice has a certain insurance? also is there a report to show how much those patients paid along with how much insurance so we now how much we net per patient for a particular insurance?
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Post by hec on Mar 24, 2014 18:10:40 GMT -6
if anyone has answer for this please share. thank you
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Post by caitlin on Mar 24, 2014 21:06:39 GMT -6
You can see how many patients have a particular insurance in the Correspondence report- you uncheck the box by Insurance Criteria then a separate box comes up and you can select an insurance company. This shows the number and you can pull the demographics out into a spreadsheet- but I don't think you can link to financials...
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alli
New Member
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Post by alli on Aug 19, 2014 10:54:04 GMT -6
I need a report that will tell me how many patients I am seeing each month by insurance, so I can see how many exams we did that were Medicaid exams, for example. We have at least 15 different Medicaid insurances, so it is too cumbersome for me to sift through a correspondence report and click on the dates for 100 different insurances each month just to see how many patients we saw by insurance. It would also be beneficial to be able to track financials based on insurances as well, so we can see how much we are truly making per insurance after all of the insurance adjustments have been added in order to determine if it is worthwhile for us to keep on the insurance panel.
It would be nice to have a report with an insurance per patient overview by date and ability to track financials. I have spoken to a number of doctor's that would like to see the overview, especially with financials added.
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Post by vaderkty on Sept 4, 2014 17:31:18 GMT -6
Have you tried running the insurance receivables and break down by insurance? You HAVE to have ABBV initials listed in the insurance drop down in order for any of the reports to recognize the insurance in question....found that out the hard way. I ran a reports recev. by insurance and it did list all balances due by insurance type. It's a start.
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Post by mdeyedoc on Sept 4, 2014 19:26:08 GMT -6
You HAVE to initials listed in the insurance drop down in order for any of the reports to recognize the insurance in question....found that out the hard way. Can you clarify what you mean by "initials listed"? Are you talking about having something in the Abbrev field? Marcia |
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Post by vaderkty on Sept 5, 2014 7:29:36 GMT -6
yup. typing late with very little sleep makes my grammar a bit rough, sorry.  |
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Post by KizerOpt on Sept 5, 2014 8:10:46 GMT -6
The report in question sounds like a good idea, I can't find a way to pull that either. Which takes me back to my request for usable reports from Crystal. The correspondence report lets you select different fields, but then doesn't show related info. Insurance criteria doesn't show up on the report, and you can't do either/or selections, either.
Karen
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Post by vaderkty on Sept 5, 2014 9:37:42 GMT -6
The report in question sounds like a good idea, I can't find a way to pull that either. Which takes me back to my request for usable reports from Crystal. The correspondence report lets you select different fields, but then doesn't show related info. Insurance criteria doesn't show up on the report, and you can't do either/or selections, either. Karen Did you add the abbv? I had that same problem until I added the abbv. they pull the info from that field as opposed to the actual insurance field. I am working with them on Peter reports (more useful reports) for inventory control and cost of goods reporting. They have some much better reporting options coming... |
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Post by KizerOpt on Sept 5, 2014 11:33:25 GMT -6
The report in question sounds like a good idea, I can't find a way to pull that either. Which takes me back to my request for usable reports from Crystal. The correspondence report lets you select different fields, but then doesn't show related info. Insurance criteria doesn't show up on the report, and you can't do either/or selections, either. Karen Did you add the abbv? I had that same problem until I added the abbv. they pull the info from that field as opposed to the actual insurance field. I am working with them on Peter reports (more useful reports) for inventory control and cost of goods reporting. They have some much better reporting options coming... I have abbrev fields for several. They never have made much sense to me (A237 for Medicare)?? I see them come up in invoice transactions, but never in a correspondence report. I can pull a Corr report based on a particular insurance selected, but on a standard report, it will show people, addresses, even birthdays, but no column for insurance. Do you have a way that shows that?
Karen
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Post by vaderkty on Sept 5, 2014 11:37:55 GMT -6
We use VSP as VSP Block Vision as BV, etc. you make them up yourself. You chose.
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Post by mdeyedoc on Sept 5, 2014 15:17:48 GMT -6
yup. typing late with very little sleep makes my grammar a bit rough, sorry. Thanks. Marcia |
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