You should be able to filter for, and/or generate a report within Dentrix that shows exactly what each insurance company has paid YTD, and/or MTD. It should not be what it currently is, which is a huge report that you can only access indirectly through the day sheet.
Thank you for the recommendation, we are always looking for ways to improve the product. There is a current feature that we recommend you to look at by browsing to our knowledgebase. please see the link and article below.
https://www.dentrix.com/support/resource-center
Article: 20022