Insurance Report - Patients With Remaining Coverages

The Patients With Remaining Coverages Report lists patients with remaining coverages listed within the Insurance record on the Patients tab within the Insurance sub-tab.

This documentation contains these sections


  • Providers: Filters the report based on the provider listed on the patient account.
  • Offices: Filters the report based on the office listed on the patient account.


  • Patient Last, First: The first and last name of the patient with multiple coverages.
  • Patient Phone Number: The Phone Number listed on the Patient account.
  • Insurance Carrier: The Insurance Carrier with remaining coverage listed on the Patient account.
  • Plan Name: The Insurance Plan Name associated to the patient's remaining coverage.
  • Subscriber Number: The Subscriber Number listed on the patient's insurance record with remaining coverage.
  • Remaining Coverage: The dollar amount of coverage remaining, as listed on the Insurance Record with remaining coverage.
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