Dentrix Ideas

detailed insusrnace information

We would like to be able to pull up production and write off totals on a specific insurance carrier.

  • Guest
  • Jul 29 2019
  • Future consideration
  • Apr 8, 2020

    Admin response

    The Insurance Payment Summary Report in the Practice Assistant will provide this information.

    To do this:

    1. In the Office Manager, open the Practice Assistant. (Office Manager | Analysis | Practice Assistant.)

    2. Click the + sign next to All Report Templates.

    3. Right click the 'Insurance Payment Summary' report and click Generate Now.

    4. Either select a category or enter "New Category".

    5. Click OK.

    6. Fill in the Ins Payment Summary setup options as desired.

    7. Click OK.

    NOTE: The benefits column will be reset to "0.00" after the closing of the month for the beginning of a new fiscal year.

    Another option is to use the Search Payments feature in the Ledger

    Additional Info: The Utilization Report cannot be compared to the Charges Billed to Insurance on the Day Sheet or the Insured Charges column on the Practice Analysis. The Utilization Report shows total charges that were sent to insurance (paid AND unpaid). The Day Sheet and Practice Analysis reflect all outstanding insurance charges (ALL unpaid claims), regardless of the date range specified.

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