Scheduled Insurance Reports

Run a Scheduled Insurance report to obtain a list of the patients for whom insurance forms are due to be generated. The Scheduled Insurance report generates the list alphabetically by patient name, while the Scheduled Insurance - By Company report generates the list grouped by insurance company. The reports include the last insurance receipt date and amount.  Typically, the report is used to preview and confirm that the appropriate forms will be printed, or as a record of scheduled forms just printed.

 

---

How to Get Here

• ViewPoint main menu > Practice Reports > Insurance > Scheduled Insurance or Scheduled Insurance by Company.

   

  

  ---

Notice

• Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results. In addition, the report header can optionally include the exact subgroup criteria used to generate the report, instead of just the subgroup description.

Finish

Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

• Insurance_Reports
  • Insurance Company Address & Phone List
  • Insurance Detail Reports
  • Insurance Receipts by Company
  • Insurance Summary Report
  • Scheduled Insurance Report

Open topic with navigation