Creating a PPO Write-Off Summary Report

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Description

This quick guide outlines the steps required to create, print, and export a PPO Write-off Summary report.

About

The PPO Write-off Summary report contains detailed information and a summary of all PPO write-offs in a specified time period.

Important

The PPO Write-off Summary report only displays PPO write-offs that were applied as adjustment in the Billing module. PPO write-off estimates are not included in the report. PPO write-off estimates can however be viewed in the PPO Write-off Estimates Summary report (for more information, refer to the quick guide, Creating a PPO Write-off Estimate Summary Report). 

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Steps

1. Within the Sidekick, click the More menu, then click Reports in the drop-down list. 

   [image has the More menu selected, hovering over Reports ]

2. In the Select Report menu, click Financial Reports, then click PPO Write-off Summary.

   [image showing Financial Report selected, mouse is hovering over PPO Write-off Summary, ]

3. The PPO Write-off Summary report window opens in a new tab.

   [ Image showing the new tab opened showing the PPO Write-off Summary] 

4. To choose the reporting date(s) :

   i. Click the Date filed. 

   Note: The Date filter will determine the date range from which the data will display. When the report is run, the report will display the Adjustment date, or the date the PPO Write-off was added in the Billing module. 

   [image displaying a close up of the filters focusing in the date range]

   ii. In the Select date dialog box, choose the appropriate date option, then click the Done button. 

   [ image is showing the date filter options. text box is hovering in between the date range stating the following " For the in a date range option, enter the date range in the date filed or click the calendar icon to select a date from the calendar. ]

5. To select the provider(s) of service:

   i. Click the Provider(s) of service drop-down menu

   Note: A provider of service is a practitioner that performs dental services for a patient. 

   [image hovering over the provider(s) of services report filter]

   ii. Select the applicable provider(s) of service within the Active and Inactive columns, then click the Done button.

   [image showing Provider(s) of service filter selected highlighting active and inactive providers]

6. If required, the default dentist(s) can be selected as indicated below: 

   i. Click the Default dentist(s) drop-down menu.

   Note: A default dentist is the dentist that is assigned to a patient within the patients profile. 

   [image hovering over Default dentist(s) from the report filters.]

   ii. Select the applicable dentist(s) within the Active and Inactive columns, then click the Done button. 

   [Image is showing the drop down menu of the selected filter Default dentist(s). ]

7. To select the insurance carrier(s)

   i. Click the Insurance carrier(s) drop-down menu.

   [image is showing report filter Insurance carrier(s) highlighted. ]

   ii. In the Choose Insurance carrier(s) dialog box, the Filtered carriers section displays the filtered carriers that will display in the report. If no carriers have been filtered, then the report will include all carriers in the report and the Filtered carriers  section will display the phrase Show all carriers.

   [image: Insurance carrier(s) report filter is selected highlighting the "Show all Carriers" ]

   iii. In the Carrier search field, enter insurance carrier.

   Note: As data is entered into the Carrier search field, the Carrier search results section will automatically display all insurance carrier containing the entered search terms(s)

   [Image is displaying Insurance Carrier(s) report filter drop down. In the carrier search the following is entered "Prudential" on the right, a text bubble is display saying the following: " The Carrier search results display all insurance carriers containing the search term(s)." ] 

   iv. In the carrier search results section, include a checkmark in the carrier checkbox(es)

   [Image is displaying Insurance Carrier(s) report filter drop down. In the carrier search the following is entered "Prudential". In the carrier search results on the left hand side, boxes are displayed and highlighted. One of the four boxes is selected. ]

   v. The Filtered carriers section displays the selected carriers that will be included in the report. 

   Note: To clear all selected carriers included in the Filtered carriers list, click clear these filters. 

   [Image is displaying Insurance Carrier(s) report filter drop down. In the carrier search the following is entered "Prudential." In between the carrier search results, and the Selected carriers. Filtered carriers is displaying, a text box by the filters provides the following description "Clicking clear these filters will remove all carriers in the Filtered carriers section. ]

   vi. If required, continue searching and adding all applicable carriers to include in the report. After all carriers have been selected, click the Done button. 

   [Image is displaying Insurance Carrier(s) report filter drop down. Highlighting the Done button ]

8. To select the insurance plan(s) :

   i. Click the Insurance plan(s) drop-down menu.

   [image is displaying the 5 filters from Date to Insurance plan(s). Insurance plan(s) are highlighted] 

   ii. In the Choose insurance plan(s) dialog box, the Filtered plan section displays the filtered plans that will display in the report. If no plans have been filtered, then the report will include all plans in the report and the Filtered plans section will display the phrase Show all plans.

   [image is displaying Insurance plan(s) drop down menu. Below Filtered plans, "show all plans" is highlighted ]

   iii. In the Plan search field, enter the Insurance plan.

   Note: As data is entered into the Plan search field, the Plan search results section will automatically display all plan carriers containing the entered search term(s)

   [image is showing Insurance plan(s) drop-down menu, In the Plan search field the following Insurance plan is entered "Aurora". To the right a text box states the following "The Plan search results  display all insurance plans containing the search term(s). ]

   iv. In the Plan search results section, include a Checkmark in the applicable plan checkbox(es)

   [image is showing Insurance plan(s) drop-down menu, In the Plan search field the following Insurance plan is entered "Aurora". Below the Plan search field plan will display, with checkmark highlighted, ]

   v. The Filtered plans section displays the selected plans that will be included in the report. 

   Note: To clear all selected plans included in the Filtered plans list, click clear these filters.

    [image is showing Insurance plan(s) drop-down menu, to the right side of Filtered plans a text box is displaying the following info "Clicking clear these filters will remove all plans in the Filtered plans section." Below Filtered plans the selected Insurance plan(s) will display (highlighted). ]

   vi. If required, continue searching and adding all applicable plans to include in the report. After all plans have been selected, click the Done button.

   [Image is displaying Insurance plan(s) drop-down menu. Highlighting the Done button ]

9. The report can include the clinic(s) where the PPO write-off(s) were created. To select clinic(s) :

   i. Click the Clinic(s) drop down menu

   Note: If a practice has only ever had one clinic, the clinic(s) drop-down menu will not display.

   [image is displaying the 6 filters from Date to Clinic(s). Clinic(s) are highlighted] 

   ii. Select the applicable Clinic(s) within the Active and Inactive columns, then click the Done button.

   [Image is displaying Clinic(s) drop-down menu. Highlighting the Done button ]

10. To select which profile tag(s) should be included in the report:

    i. Click the Profile tag(s) drop-down menu.

    Note: For additional information about profile tags, refer to the quick guide, Creating, Adding, and Viewing Profile Tags.

    [image is displaying the 7 filters from Date to Profile tag(s). Profile tag(s) are highlighted] 

    ii. Select the applicable Profile tag(s) within the Active and Inactive columns, then click Done button.

    [Image is displaying Profile tag(s) drop-down menu. Highlighting the Done button ]

11. There are three sections that can be included within the report. To select the applicable section(s) :

    i. Click the Sections to display drop-down menu.

    [image is displaying the 8 filters from Date to Sections to display. Sections to display are highlighted] 

    ii. In the drop-down list, select the applicable Section(s) to display in the report

    [Image is displaying Section(s) to display drop-down menu.]

12. To create the PPO Write-off Summary report, click the Run report button. 

    [Image of the PPO write-off summary showing report filters. To the top right of the filter Sections to display, Run Report will be highlighted ]

13. The report is displaying 

    [image showing report ]

14. To print the report, click the Print button. 

    [Image of the PPO write-off summary showing report filters. To the left of Run report, Print will be highlighted ]

15. To converted the report into CSV file, click the Export CSV button. 

    [Image of the PPO write-off summary showing report filters. To the left of Print , Export CSV will be highlighted ]