The Insurance Receipts report can give you information on the payments received from selected insurance companies that have been applied to charges in your office.

Unapplied amounts are not included in this report.

This documentation contains the following sections:

Filter Options

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• Filter Providers and/or Select Offices: Filters the report based on the provider and/or office listed in the charge window.

• Filter Insurances: Filters the report to show only receipts from specific insurance companies.

• Filter Procedures: Filters the report to show only payments applied towards selected procedures.

• Filter Plans: Filters the report to show only receipts associated with the selected plans.

• Payment Posted Date/Payment Procedure Date: This pop-out menu, in conjunction with the Start Date/End Date fields, allows you to determine whether results are filtered by the Payment Posted Date or the Payment Procedure Date.

• Start & End Date: The Start and End Date fields allow you to filter the results by the date of the payment. This can be either the Posted Date or the Procedure Date, as determined by the pop-out selector above these fields.

• Plan Type: Allows for report to be filtered by a particular plan type such as: Self-Pay, Commercial Insurance etc.

Results Columns

Unexpanded

After clicking "Apply", you will see a list of insurance companies, and information regarding the payments and claims associated with those companies.

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• Insurance Company: The name of the insurance company, as entered in References.

• Charges: The number of charges that have payments from that company applied to them.

• Avg. Days Open: The average (mean) number of days between when the claim was created, and when the claim was paid and closed.

• Applied Payments: Total payments from that insurance company, that are applied to charges.

• % of Paid: The percentage of charges, out of all charges billed, that were associated to that insurance company.

First Expansion

You can expand the results to show receipt information broken down by plan by clicking the triangle to the left of the insurance company record.

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• Plan Name: The name of the plan, as entered in the Plan tab of the Insurance Company reference. If you have the "Exclude Plan Filter" checkbox checked, you may see an entry with a plan name of "----". This line will include the information for patients without a plan set.

• Charges: The number of charges that have payments from that company/plan applied to them.

• Avg. Days Open: The average (mean) number of days between when the claim was created, and when the claim was paid and closed.

• Applied Payments: Total payments from that insurance company/plan, that are applied to charges.

• % of Paid: The percentage of all charges billed that have been paid by the insurance company.

Second Expansion

The report can be expanded to show results by patient/charge by clicking the triangle next to the plan name.

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• Patient Last, First: The second column displays the patient name, last name first.

• Code: The Code column lists the procedure code the payment was applied to.

• Description: The next column shows the short description of the procedure.

• Procedure Date: This column shows the procedure date of the listed procedure.

• Days open: The Days Open column displays the number of days between when the claim was created, and when the claim was paid and closed.

• Fee: The Fee column shows the dollar amount of the fee charged for the procedure.

• Paid: The Paid column lists the amount of the insurance payment applied to the procedure.

• Allowed: The next column displays the allowed amount for that code, as entered in References > Insurance Companies > Plans > Allowed. If no allowed amount is entered, it will read 0.00.

• % Paid: The final column displays the percent of the charge that the insurance payment paid.

If you wish to see this level of detail for all companies, click the "Expand All" checkbox next to the Plan Type menu before clicking "Apply".