Insurance Claim Payments Report
Run an Insurance Claim Payments report to obtain a list of the payment details regarding the dental procedure fees submitted on your patients' pediatric dentistry insurance claims. The report is grouped by insurance company. Each insurance company section includes the dental procedures submitted, the service, claim, and payment dates, and the number of days elapsed between the claim and payment dates. Also included are the actual payment amount, the scheduled (or expected) amount, and percentage of the expected claim that was paid. The bottom of each procedure section includes a summary of that procedure for that insurance company, and the bottom of each insurance company section includes a summary for that company. A summary of all procedures for all insurance companies appears at the end of the report. You can run the report for any range of dates, and choose to include all dental procedures or only specific procedures.
Edge Specialist Features Required - This report uses data collected from applying dental procedures to the patient Treatment Hub, charging dental fees when the procedures are completed, submitting pediatric dentistry insurance claims, and posting claim payments through the Insurance Payment transaction window. While all Edge Cloud users can run the report, only those with the Edge Specialist module will obtain any useful results. See "About Dental Procedures" for details.
Open the Report
Select Reporting from the Reporting section of the Home ribbon bar. Then from the Insurance section, open the Insurance Claim Payments report. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.
Report Settings
Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)
Start / End Dates - Enter the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist / Doctor - Choose to include only the records for a specific orthodontist / doctor, or include the records for all orthodontists in your practice.
Assistant - Choose to include only the records for a specific assistant, or include the records for all assistants in your practice.
Specialty - If you have Edge Specialist, you can choose to include only records for a specific specialty, or include the records for all specialties in your practice.
Dental Procedures - Select one or more dental procedures to include on the report, or choose to include "All". (You can also use the Search field to find the condition or procedure you want to work with. While the list shows the insurance code and your abbreviation, you can search for any details in the record, including the description.)
Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.
View Report Results
If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options. You can use the arrows in the View section of the ribbon bar to view additional pages of a multiple-page report. You can also use the dropdown button or type a number in the zoom field to change the size of the report in your window.
Report Title & Header
Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, that information appears just under the report title so you know which criteria was used to generate the results.
Show / Hide Details
If this report supports showing / hiding the details that comprise report totals, you can click the expand / collapse icons to show / hide the details. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.
Use Arrows to Re-Sort Report
While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings to re-sort the report according to that column's criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)
Open the Patient Folder / Responsible Party Record
While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.
Get Detailed Report Description
Click the icon to the right of the View button to open the help article with the detailed description of the report.
Choose the Output
With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.
