Insurance Deposit Audit

The Insurance Deposit Audit report is a custom report that lists all transactions against insurance deposits, including applied and unapplied insurance payments, transfers to and from patients and insurance companies, chargebacks, and reasons for returns for a selected period. The report also includes batch numbers, check numbers, deposit numbers, and fee slip numbers. The report can display transactions by patients or insurance companies. To create the Insurance Deposit Audit report, go to Creating and Printing Custom Appointment Reports.