Month End: Insurance Class Breakdown
The Insurance Class Breakdown Month End report is a Data Table style report that shows the dollar amount of payments and adjustments collected over the month to help you determine which insurance classes are most profitable. Dollar amounts are based on the date they were received but may be attributed to a Date of Service from a previous month.
|This report is located in the Month End Report section in Analytics. If you do not see the report listed here, ensure you have the necessary Analytics Access and User Role permissions.|
Run and Customize the Report
- You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu button.
- Select the Month and Year.
- Export to Excel or CSV for further manipulation.
|Insurance Class Code||The code assigned to the insurance class|
|Insurance Class Description||The insurance class description|
|Billed New Patients||The total number of new patients|
|Billing Visits||The number of fully paid visits (charges = payments + adjustments) for the month|
|Total Units||Total number of units billed to the insurance class (do not need to be fully paid)|
|Charges||The total amount billed to the insurance class for the month|
|Payments||Total payments received from the insurance class|
|Adjustments||The total adjustments made for the insurance class during the month|