The Patients By Insurance and Appointment Types Report lists patients with appointment types on appointments, sorted by the Insurance Company associated to the patient.
This documentation contains the following sections:
- Providers: Filters the results based on the provider listed in the Patient Ability > Patient Tab.
- Offices: Filters the report based on the office listed on the Patient Ability > Patient Tab.
- Insurances: Filters the report based on specific Insurances as listed in the Insurance Companies Reference.
- Appointment Type: Filters the report based on Appointment Type.
- Appointment Start/End Date: Filters the report by appointment date based on a set date range.
- Appointment Date/Ignore Date Range:
- Include Inactive Patients: This checkbox can be checked to include Inactive patients.
- Carrier Name: The name of the Insurance Company.
- Address: The Address of the Insurance Company.
- Phone: The Phone number of the Insurance Company.
- # of Patients: The number of patients which have Appointment Types for this Insurance Company result.
- Patient #: The patient number for the patient with the Appointment Type within the Insurance Company result.
- Patient Last, First (Age, Sex): The first and last name, age, and sex of the patient with the Appointment Type within the Insurance Company result.
- Subscriber Num: The Subscriber Number of the patient with the Appointment Type within the Insurance Company result.
- Group #: The Group number for the patient associated to the Insurance Company result.
- Address: The address for the patient.
- Phone: The phone number for the patient.
- Plan Name: The Plan Name for the Insurance Company result.
- Office/Provider: The Office/Provider associated to the Patient.