It’s the end of another busy day. You’ve been checking patients in and out, taking payments, filing insurance claims, answering phones, and scheduling appointments. And now it’s time to run the end-of-day reports.

One important report you should be running each day is the Insurance Claims to Process report. This report will identify all insurance claims that have been created in the Accounts module but not sent to the Batch Processor, or printed, or sent electronically. We all know that sometimes claims slip through the cracks and don’t get submitted, and this report is the easiest way to catch them.
Note: This report will NOT show you claims that have been deleted. 

When you run this report you can specify a range of patients, providers, and insurance carriers to be included. You can also filter using the claim date, type of claim (Primary/Secondary), patient name, insurance company name, claim amount, and expiration date on the report to keep it focused on just the information you are looking for. The report includes total amounts for primary and secondary claims and a combined total, to let you know just how important it is that you don’t miss submitting these insurance claims!

To generate the Insurance Claims to Process Report:

  1. From the Accounts module, click the Account Reports button and select Insurance Claims to Process.
  2. Select a range of patients, providers, insurance carriers and dates to include on the report.
  3. Click OK to generate the report and send it to the Batch Processor.

Once generated, the report provides the following key elements:

A. Claim Date – The date the claim posted in the Accounts module.
B. Status – The status of the claim. Because this report includes only claims that have been posted by not processed, each claim displays “Created”.
C. Amount – The claim amount.
D. Expires – The deadline by which the insurance carrier must receive the claim.
E. Totals – The total value of primary (and secondary) claims.