Procedures Not Billed to Insurance Report

The Procedures Not Billed to Insurance report generates a list of procedures with an outstanding insurance estimate that haven't been attached to a claim.

In Standard Reports, in the Monthly section, click Procedures Not Billed to Ins.

Alternatively, in the Send Claims window, click Procs Not Billed.

All procedures on this list should either be billed to insurance or marked Do Not Bill to Ins in the Procedure Info window. Procedures only appear if the procedure has a fee and the patient has an active insurance plan.


Report Criteria

Select the report criteria, then click Refresh to update the list. Right-click a patient to go to their account (the report can remain open while working in other windows).

Create Claims

Claims can be created by going to the patient account, or creating the claims directly from this window.

Select All: Click to highlight all procedures. Alternatively, highlight specific procedures individually.

New Claims: Click to create a new claim for the highlighted procedures. User must have Procedures Not Billed to Insurance, New Claims button permission. The report will automatically refresh after each claim is created.

  1. Highlight the procedures to create a claim for, then click New Claims. A message will indicate the number of claims that may be created.
  2. Click OK to proceed. Another message will indicate the number of claims created.
  3. Click OK to close. Claims can be viewed from the patient's account.

View Report

Click Print to print the report. For a description of toolbar buttons, see Complex Report System.