Delinquent Filing Report

With the Delinquent Insurance Filing Report function, you can print a detailed report of every transaction currently contained in the delinquent insurance print file. You can print this report any time after the Create Delinquent Insurance File function has been completed, but at a minimum you should print it after you have finished printing your insurance forms.

You can also print this report from the Reports Menu.

Data Field Information
Prompt Response Req Len
Begin with Insurance Carrier Type the code you want to begin with, click the magnifying glass to search the table or leave the field blank to start with the first code in the table.   5
End with Insurance Carrier Type the code you want to end with, click the magnifying glass to search the table or leave the field blank to end with the last code in the table.   5
Begin with Doctor Type the code you want to begin with, click the magnifying glass to search the table or leave the field blank to start with the first code in the table.   5
End with Doctor Type the code you want to end with, click the magnifying glass to search the table or leave the field blank to end with the last code in the table.   5
Forms Printed If you want the report to include the insurance forms that have already been printed, select this check box.   1
Forms Not Printed If you want the report to include the insurance forms that have not been printed, select this check box.   1
Begin with Location Type the code you want to begin with, click the magnifying glass to search the table or leave the field blank to start with the first code in the table.   6
End with Location Type the code you want to end with, click the magnifying glass to search the table or leave the field blank to end with the last code in the table.   6
Summary Only If you only want to print a summary, select this check box.   1
Print for which type of Claim Select which type of claims to print, the PDF or Legacy. They cannot be printed together. 1

You can print this report to Word by selecting the Microsoft Word via MyReports option in the Printers dialog box and then retrieve the report from MyReports. For additional information about the available printing options, see Printing in CGM webPRACTICE.

If all of the insurance forms have been printed when this report is requested, the report should only reflect totals for the Forms Printed. If the report also reflects totals for the Forms Not Printed, there are still procedures in the print file that have not yet been printed on an insurance form. This most commonly occurs when there is more than one form type residing in the print file.

You can print this report any time prior to deleting the delinquent insurance print file. The current print file is typically deleted every time the Create Delinquent Insurance function is performed.

This report prints in insurance carrier code order and includes: the Insurance Carrier code; the Insurance Form code; the delinquent filing Cycle Number (A, 1, 2...) as selected in the Create Delinquent Insurance File function; the account number and patient's name; the accounting date; the date of service; the Performing Doctor code; the Location code; the superbill number; the Procedure code; the date the claim was created; the Diagnosis code; the assignment indicator and case number; the Multiplier and the charge amount. Totals for each insurance carrier print showing the total number of claims and amount billed. The report generates separate pages and totals for the Forms Printed and Forms Not Printed sections. NOTE: If you selected to include both Forms Printed and Forms Not Printed and if there is an 'End of Report' and Report Path at the top of the report, that indicates that there were no claims to include in the Forms Printed section.

Sample Report