Creating and Printing Custom Insurance Audit Reports

Open the Reports & Statements window and click the Custom tab. For more information on opening this window, go to Opening the Reports & Statements Window.
Select Insurance Audit Reports from the Report Name list and click Open.
The Insurance Audit Reports window opens.

To open previously saved report settings, go to Loading Saved Custom Report Settings, and proceed to step 12.

Select a report from the Report Type drop-down menu.
Insurance Audit Deposit Report lists the applied insurance payments, refunds, chargebacks, and reasons for returns for a given time period. The report includes the insurance carriers, patients’ names, fee slip numbers, check numbers, and batch numbers.
Select the level of detail that you want to display in the report from the Report Detail drop-down menu.
Select a date range for the transactions you want to include in the report:
- Select a range from the Span drop-down menu and use the left and right arrows to advance the time period.
  OR
- Enter beginning and ending dates in the date range fields.
To load previously saved report settings, click Load and skip to step 12.
Previously saved report settings do not affect the selection dates.
Refine the report results by selecting the report options, as needed:
1. Click the Report Options tab.
2. Select an insurance carrier from the Insurance drop-down menu to narrow the report results, as needed.
3. Select a date from the drop-down menu or type a check number in the Check No. text box to narrow the report results, as needed.
4. Select a date from the drop-down menu or type a batch number in the Batch No. text box to narrow the report results, as needed.
5. Select a date from the drop-down menu or type a deposit number in the Deposit No. text box to narrow the report results, as needed.
6. Select the Show only deposits with unapplied amounts check box to list only the deposits that have not been applied, as needed.
Refine the report results by selecting the regions you want to include, as needed:
1. Click the Regions tab.
2. Select only the regions that you want to include in the report in the Selected box.
  To select more than one region, press and hold the Ctrl key and then select multiple regions.
3. Click the single left arrow (<) to move a region to the Available box, and therefore, exclude the region from the report.
4. Click one of the double arrows (<< or >>) to move all the regions from one box to another.
Refine the report results by selecting the locations you want to include, as needed:
1. Click the Locations tab.
2. Select only the locations that you want to include in the report in the Selected box.
  To select more than one location, press and hold the Ctrl key and then select multiple locations.
3. Click the single left arrow (<) to move a location to the Available box, and therefore exclude the location from the report.
4. Click one of the double arrows (<< or >>) to move all the locations from one box to another.
Refine the report results by selecting the staff members who record insurance payments, as needed:
1. Click the Recorders tab.
2. Select only the staff members that you want to include in the report in the Selected box.
  To select more than one staff member, press and hold the Ctrl key and then select multiple staff members.
3. Click the single left arrow (<) to move a staff member to the Available box, and therefore exclude the staff member from the report.
4. Click one of the double arrows (<< or >>) to move all the staff members from one box to another.
Select the Report Grouping check boxes to sort the report results into groups, as needed. You can select any number of the check boxes that are available. Not all check boxes are available for all reports.
To save the report settings for future use, go to Saving Custom Report Settings.