Insurance Sales Analysis

The Insurance Sales Analysis report is a custom report that lists patient and insurance charges. All amounts listed are net of sales tax. To be included in the report, a fee slip must have a portion charged to an insurance carrier. Specifically, this report lists gross fees, dispensing fees, non-insurance related discounts, insurance related discounts, insurance contractual adjustments, net patient fees, net insurance fees, and a memo with insurance bad debts. This report can be created to display the details for insurance carriers, insurance plans, and patients whose accounts comprise the amounts during the period. To create the Insurance Sales Analysis report, go to Creating and Printing Custom Reports.

  • The Gross Fees column represents the gross fee charged net of sales tax.
  • The Dispensing Fees column represents dispensing fees to be paid by the insurance carrier. These fees are automatically calculated by OfficeMate and are based on the information set up about the insurance carrier.
  • The Non-Ins Related Discounts column represents the package and regular discounts that you recorded.
  • The Insurance Related Discounts column represents discounts that are automatically calculated by OfficeMate and are based on the information set up about the insurance carrier (for example, insurance discounts before or after allotments).
  • The Insurance Contractual Adjustments column represents insurance reimbursement write-off amounts that are automatically calculated by OfficeMate and are based on the information set up about the insurance carrier.
  • The Net pat Fees column represents the total amount of fees charged to the patient net of all discounts before adjustments.
  • The Net Ins Fees column represents the total amount of fees charged to the insurance carrier net of all discounts and contractual adjustments before other adjustments.
  • The Memo - Ins. Bad Debts column represents all adjustments made to insurance balances exclusive of insurance reimbursements write-off amounts (contractual adjustments) (for example, insurance write-offs and denials).