Insurance plans

Home Forums Reports Insurance plans

This topic contains 4 replies, has 2 voices, and was last updated by  Dayna Johnson – founder and CEO of Novonee 9 months, 1 week ago.

Viewing 5 posts - 1 through 5 (of 5 total)
  • Author
  • #1407

    Bonnie Cerasale

    Is there a way to generate a report on patients scheduled with a certain insurance company on the huddle?
    The reason is some of our Grad students have a plan that dictates a specialist in the office be here to do their exam on Wednesdays and Thursdays now or they won’t have coverage. So I was hoping to run a report to show who I need to reach out to versus hovering over their appt or clicking into patient file?


    On the huddle you can search by several items. If you click on the Scheduled Patient Setup button you will open up a new window with several search filters. this will give you a list of patients and a mark next to their name on the huddle report as a separate page.

    You could also do a Patient Report by Filters and search for patients scheduled on a certain date with a specific insurance plan. Go to the Office Manager > Letters & Custom Lists > Misc > Patient Report by Filters and select your parameters.

    Bummer you have to go through all that trouble.


    Bonnie Cerasale

    Thanks so much. Yes its a struggle but that’s the insurance game!


    Bonnie Cerasale

    For some reason the reports are not finding them?


    Check if something else is checked as a filter to prohibit the patient from not making the list. The list of patients have to meet all the criteria you select in the Patient Report by Filters.

Viewing 5 posts - 1 through 5 (of 5 total)

You must be logged in to reply to this topic.