Remaining Insurance Benefits Report

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Description

New columns have been added to Custom Reports which will allows users to create a custom report in Curve Hero to show the patients remaining insurance benefits for the patient, patients family, primary, and secondary insurance carriers.  Here are some basic steps to create a custom report to show the remaining insurance benefits for your patients with insurance coverage.

Contents

• Section 1 - Creating a Remaining Insurance Benefits Report
• Section 2 - Remaining Insurance Benefits Columns
• Section 3 - Adding Filters
• Section 4 - Adding Totals and Saving

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Steps

Section 1 - Creating a Remaining Insurance Benefits Report

1. Select the More Menu (the 3 horizontal lines above the Sidekick).
2. Select Reports.

3. Select Create a New Report in the middle of the empty report screen.

   (Note: If in reports with a report already generated, there is an option for New Report in the top right corner).

The Create New Report window will open. Enter a Report Name, select a Category, and choose a Report Type. Once the type is selected, the list of available columns to include in the report will appear.
 

Available Report Types with new columns:

• Adjustment Report
• Appointments Report
• Historical Billing Base
• Patient Demographics
• Patient Notes Report
• Payment Report
• Production Summary
• Recare Report
• Treatment Plans Report

Section 2 - Remaining Insurance Benefits Columns

To see remaining benefits, select at least these columns:

• Full Name
• Primary Remaining Individual Amount
• Primary Remaining Family Amount

You can also add columns for Secondary Insurance or Pat. Total Owing to see outstanding balances. After selecting your columns, click Finish.

Section 3 - Adding Filters

1. Select Add a Filter in the lower left side of the Reports screen.
2. Select Column (this appears above 'Add a Filter').
3. To show only patients with remaining primary benefits, select Prim. Remaining Individual Amt.
4. Select equal to and change it to is not empty.
5. Select Apply Filters.
    

Section 4 - Adding Totals and Saving

Once the filter is applied, only patients with remaining benefits will display. Now, let's add totals to the bottom of your columns:

1. Left-click on the space between the two thick horizontal lines at the bottom of the column you wish to total.
2. Select Total for financial columns or Count for name columns.

3. IMPORTANT: Click the SAVE option in the upper right corner of the report window to preserve these settings.