Insurance Analysis by Performing Dr

With the Insurance Procedure Analysis by Performing Doctor function, you can generate a procedure analysis report that analyzes charge, collection, and adjustment ratios by insurance plan, insurance class, and insurance carrier for one or multiple performing doctors.

Data Field Information
Prompt Response Req Len
Beginning Plan Code Type the code you want to begin with, select from the Plan Code list, or leave the field blank to start with the first code in the table.   5
End with Plan Code Type the code you want to end with, select from the Plan Code list, or leave the field blank to end with the last code in the table.   5
Insurance Class Type the code you want, select from the Insurance Class list, or leave the field blank to include all codes in the table.   5
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 Code Type the code you want to begin with, select from the Doctor list, or leave the field blank to begin with the first code in the table.   5
End with Doctor Code Type the code you want to end with, select from the Doctor list, or leave the field blank to end with the last code in the table.   5
Begin with Procedure 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.   10
End with Procedure 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.   10
Include Patient Pmts/Adj If you want to include patient payments and adjustments applied to charges on this report, select this check box.   1
Print from Date Type the Accounting Date you want the report to begin with or click the calendar icon to select a date.   10
Print through Date Type the Accounting Date you want the report to end with or click the calendar icon to select a date.   10
Summary Only If you want to print a summary only, 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, and then by performing doctor. The report reflects (by procedure, if detail is selected) the number (No) of procedures filed, the total charge amount, amount collected, percentage collected, amount adjusted, percentage adjusted, amount unpaid, and percentage unpaid.

NOTE: The figures for the Collected, Adjusted, and Unpaid amounts include only amounts applied to the charges included on this report. They do not include all the payments and adjustments that occurred during the period specified by the beginning and ending dates.