Insurance Analysis by Billing Group

With the Insurance Payment Analysis by Billing Group function, you can generate a payment analysis report of insurance payment activity by insurance plan, insurance class and insurance carrier for one or multiple billing groups.



Data Field Information
Prompt Response Req Len
Beginning Plan Code Type the code you want to start with or leave the text box blank to start with the first code in the table.   5
End with Plan Code Type the code you want to end with or leave the text box blank to end with the last code in the table.   5
Insurance Class Type the code you want to start with or leave the text box blank to start with the first code in the table.   5
Begin with Insurance Carrier Type the code you want to end with or leave the text box blank to end with the last code in the table.   5
End with Insurance Carrier Type the code you want to start with or leave the text box blank to start with the first code in the table.   5
Begin with Billing Group Type the code you want to end with or leave the text box blank to end with the last code in the table.   5
End with Billing Group Type the code you want to start with or leave the text box blank to start with the first code in the table.   5
Begin with Procedure Code Type the code you want to end with or leave the text box blank to end with the last code in the table.   10
End with Procedure Code Type the date you want the report to start with or click the calendar icon to select a date.   10
Include Personal Payments Type the date you want the report to start with or click the calendar icon to select a date.   1
Print from Date Type the date you want the report to end with or click the calendar icon to select a date.   10
Print through Date If you only want to print a summary, select this check box.   10
Summary Only If you only want to print a summary, select this check box. 1

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

Sample Report
This report is sorted first by plan code, then by each individual insurance carrier under each plan code, and then by billing group. The report reflects the total payments received for the time period requested. If detail is selected, the report includes the service date, CPT code, total number of days between the date of service and when the claim was initially filed to the primary carrier, individual charges, Medicare allowed amount, plan allowed amount, what percentage the payment is of the Medicare and plan allowed amounts, the date the charge was filed to the insurance carrier, payment amount, payment date, and the number of days it took to receive payment from the carrier.

NOTE: The total charge amounts will not match the procedure analysis report. This figure is based strictly on charges that payments were applied to during the specified timeframe.