Insurance Refiles by Performing Dr

With the Insurance Refiles by Performing Dr function, you can print a detailed analysis report sorted by performing doctor, of procedures that have been refiled. Procedures that have subsequently been paid in full or have had further activity, such as a payment or adjustment, are not included in the report.

Data Field Information
Prompt Response Req Len
Begin with Doctor Code 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.   8
End with Doctor Code 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.   8
Begin with Date Type the date you want the report to start with or click the calendar icon to select a date. This date is referring to the date the procedures were refiled not the actual date of service.   10
End with Date Type the date you want the report to end with or click the calendar icon to select a date. This date is referring to the date the procedures were refiled not the actual date of service.   10

You can also print this report to Word by selecting the Microsoft Word via MyReports option or to Excel by selecting the Microsoft Excel via MyReports 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 and MyReports.

Sample Report
This report includes: the account number; guarantor name; date of service; insurance carrier; performing doctor code; procedure code; charge amount; refiled amount; date the refile was posted to the account; and the reason for refile (if one was entered). The Reason for Refile column also reflects how the claim was refiled. If refiled electronically, Electronic prints; otherwise the refiled charge was printed to a paper claim. It also prints the cycle selected if the charge was refiled through the Delinquent Insurance Menu.

A summary page prints at the end of the report which reflects, by performing doctor, the total number of accounts affected, the total number of charges refiled, and the total dollar amount refiled.