Introduction
Provider Production Insurance Report:

1. Is Only displayed for Procedure Ledger type clinics.
2. Displays procedures (of all statuses: Planned, In Progress, and completed) that have insurance part within the selected date range.
3. Data displayed in report are for all clinics’ branches. And user has ability to display data of a specific branch.

 (Provider Production Insurance) report could be accessed from:

• Analytics >> Financials >> Provider Production Insurance.

Filtration

• Branch
  – Is a drop down menu that contains all of the defined branches in your clinic with default selection: All.
• Date Range
  – (From) and (To) fields enables user to select the required date range.
  – Date filtration depends on Actual Payment Date.
  – Default Selection: Last Month starting from today.

Note: The number of days between ‘From’ date and ‘To’ date can NOT exceed 31 Days.

• Provider Name
  – Is a drop down menu that contains all of the active providers assigned to the selected branch from navigation bar.
  – Default Selection:
  
• Insurance
  – Is a drop down menu that contains all of the defined active insurance companies in the clinic.
  – Default Selection: First Insurance Company’s name in menu.
  

Content
Provider Production Insurance displays the following data for each provider:

• Label (Provider)
  – Displays the name of each provider who makes income from the insurance company within the selected date range for the selected branch of clinic.
• Name of Insurance Company is displayed for each provider in different sections.
• #
  – Displays serial number for the listed records in the grid view.
• Subscriber ID
  – Displays the insurance subscriber ID of patient.
  
• Patient Name
• Date
  – Displays the date when the procedure has been created.
• Work Performed
  – Displays the name of procedures performed to the patients.
• Ins. Part
  – Displays the total amount of insurance portion for every procedure.
  – (Total) amount is displayed at the end of (Ins. Part) column for each provider.