Insurance Funds and Patients List Report


This report generates a list of all patients allocated to a specific Insurance Fund. 

The percentage of patients allocated to each of the Insurance Funds for a selected period of time or all dates is calculated.

Patient details can be viewed on the report so the patients allocated to each Insurance Fund.

Run the Report 

  1. Go to Location Management > Reports tab

  2. Double click Insurance Funds and Patients List report

  3. Select the report parameters

    1. Fund: Select from the drop list the individual or all fee levels to base this report on

    2. Location: Select if applicable

    3. Provider: This is the main provider that is set in the patient details. You can select an individual provider or all

    4. First Seen Date: This refers to the patients first time at the surgery; the first day treatment was entered. The field for first seen date is found in the patient details tab. You can select a date range or select all dates

    5. Show Inactive Providers as well: Tick to include providers no longer working at the practice

    6. Show Totals Only: The report defaults to view the patient details unless you put a tick in the show totals only box

  4. Click OK                                                                                                                     

Report - Full Details Showing

If the report is left as the default of viewing the patient’s details, the below details will be shown.

  • Patient No.

  • First Seen Date

  • Patient Surname

  • Patient First Name

  • Provider Code

At the end of each fee level there will be a sub-total showing a count and percentage of patients allocated to the Insurance Fund.

Report - Totals Only Showing

If Show Totals Only is selected, a listing of all the sub-totals for each Insurance Fund with the total count and percentage allocated is displayed.


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