1. Insurance Billing Report

To access the Insurance Billing Report screen, click on Billing -> 1. Insurance Billing Report.

 

Insurance Billing Report

 

The Insurance Billing Report provides information on prescriptions that have to be billed to plans that are specifically contracted not to receive claims by regular transmission methods. The are considered "TP - Third Party" plans and this report would be submitted to such plan in order to receive a reimbursement.

The report can be generated for a specified date range and be narrowed down to a specific plan / insurance plan group and/or nursing home. You can also choose to display the Family Name, Group#, Cost, Dispensing Fee, Tax, Total, Copay and Balance.

The report can be sorted any time by simply clicking the column name above the records you'd like to sort by.

To print the entire report page, click the "Print All" button or press the "Enter" key when the "Print All" button is highlighted. If you'd like to print these details by patient, click "Print by Patient" instead.

If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted. NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.

The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.

 

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