Insurance Collections Report - Export Instructions
Dentrix Ascend
Insurance Collections:
Step 1: Go to Home, select Reports, and choose Payment Analysis.
Filters to Apply:
Step 2: Select Date Range, choose "custom" and set it to 12 months.
*Do not select "Change other filters"
Step 3: Hit Search
Step 4: Review Location Methods Breakdown.
Step 5: Manually add the insurance amounts under totals.
The Payment Analysis Report will show 12 month date range at the top. Review Location Method payments, you may have to manually add the insurance payments to identify total insurance collections.
Step 1: Go to Home, select Reports, and choose Payment Analysis.
Filters to Apply:
Step 2: Select Date Range, choose "custom" and set it to 12 months.
*Do not select "Change other filters"
*Do not select "Change other filters"
Step 3: Hit Search
Step 4: Review Location Methods Breakdown.
Step 5: Manually add the insurance amounts under totals.
Dentrix
Insurance Collections:
Step 1: Go to Office Manager, find Analysis, select Practice, and choose Reports.
Step 2: Select 12 month date, and then "Payment Summary".
Step 3: Directly above the total collections is "Insurance Sub-Total",
Step 2: Select 12 month date, and then "Payment Summary".
Eaglesoft
Insurance Collections:
Step 1: Go to Reports, select Financial, choose deposit report with itemized OR payment reconciliation.
Step 2: Use the drop down arow to range end of dates.
Step 3: Put in the dates for a 12 month range and generate the report.
Step 2: Use the drop down arow to range end of dates.
Softdent
Insurance Collections:
Step 1: Go to Reports, select Practice Management, click Collection Reports, choose Summary and select date range.
Any Ins. CC entered with the system's recommended code will be calculated under the "INS. CHK" column. The system recommended code to use for ins credit card payments are anywhere between 11.93-11.96 depending on the software version.
Or to get specific amounts on different insurance payment types the following report would be generated:
Step 2: Go to Reports, select Accounting, and choose "Trans for a period".
Any Ins. CC entered with the system's recommended code will be calculated under the "INS. CHK" column. The system recommended code to use for ins credit card payments are anywhere between 11.93-11.96 depending on the software version.
Step 2: Go to Reports, select Accounting, and choose "Trans for a period".
Open Dental
Production, Total Collections, Insurance Collections, Adjustments:
*All on the last page of the same report.
Step 1: Go to Reports, select Standard, Find Production & Income, choose More Options and select date range.
Step 2: Add the adjustments, write-off Est, and Write-off Adj columns.
Step 2: Add the adjustments, write-off Est, and Write-off Adj columns.