In the blog post about collecting overdue insurance payments, you learned how to generate the Insurance Claim Aging Report. Now that you have a tool to quickly identify outstanding insurance claims, let’s talk about how you can make the most of your time spent working this report.

I have found that any time I can include detailed data or notes on a report I become more efficient in completing the task at hand. Having detailed notes immediately accessible on a report significantly reduces the time it takes me to research the history of a problem or, in the example given today, the history of a claim being displayed on the Insurance Claim Aging Report.

The Insurance Claim Aging Report provides an option to print claim status notes directly on the report.

Here is a sample insurance aging report with the claim status notes included in the yellow highlighted region:

Without the claim status notes, your only option for discovering the details of the claim are to open the patient account, then locate and open the claim. By including the claim status notes on the aging report, you have eliminated three unnecessary steps.

The fact of the matter is that checking in on unpaid insurance claims can be a time-consuming and costly adventure if you don’t use the proper tools. Engaging the Insurance Claim Aging Report with Claim Status Notes will save the office time and money, all while recouping payments owed to the practice.

Cheers to efficient insurance collection processes!

David Broom is Senior Director of Product and Business Development. David has a master’s degree in Information Technology (IT) from the University of Texas in Dallas and has more than 35 years of experience from many global companies such as Hitachi Vantara, Methode Electronics, and Keane, Inc. In his current role, he is responsible for all aspects of the product management and field service teams at Henry Schein TechCentral, which identifies the ideal advanced technologies to meet the unique needs of the dental market and ensure that dental offices are using the right IT to be more efficient and effective.