Unfinalized Insurance Payment Report
In Standard Reports, in the Daily section, click Unfinalized Insurance Payments.
The Unfinalized Insurance Payment Report lists insurance payments that have not been finalized.
Note: Any unfinalized payments show in parentheses in the Reports dropdown, e.g. Unfinalized Payments (3). Requires the Open Dental Service for number to show. Number may not populate until Open Dental has been open for 5+ minutes.
Type: Select the type of insurance payments you would like to display.
- All: All unfinalized insurance payments.
- Partial Payments: Batch insurance payment not finalized.
- Unfinalized Payment: Single unfinalized insurance payment.
Clinic: Select the clinic to filter by. Select All (includes hidden) to view all clinics.
Carrier: Narrow list down by insurance carrier.
Click Refresh to update the list. Click Print to print the report. Click Export to save the results as a txt or xls file.