Open Insurance Reports
Open Insurance - Detail; Open Insurance - By Company ; Open Insurance - Summary
Run an Open Insurance report to obtain a list of insurance contracts with a balance greater than $0.00. Choose from the Detail report, which is sorted alphabetically by patient name; the Detail by Company report, which is sorted and subtotaled by insurance company, or the Summary report, which calculates the total insurance coverage, contract balance and amount due for each insurance company. The report will display 'E' next to the date if the insurance was submitted electronically.
Data Source
This report gets its data from the Accounts section of the Finance page of the patient folder If you have Edge Specialist, all insurance balances for both your Orthodontics and Pediatric Dentistry specialties are included. If a patient has multiple contacts with insurance balances, each contract is listed separately on the reports.
Open the Report
Select Reporting from the Reporting section of the Home ribbon bar. Then from the Insurance section, open the Open Insurance 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
Report Type - Choose to print a Detail report, which prints the report by patient, or the By Company report, which groups the data by insurance company, or the Summary report, which lists a summary of each insurance company's open insurance contracts. You can click the expand / collapse icon beside an insurance company name to view / hide the details.
Insurance Company Filter - If you enable the Filter option, you can select to print the report for an individual insurance contract. Otherwise, the report will include all insurance contracts with an account balance.
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.
