Call Us: 720-340-4300

Insurance plans

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

Viewing 5 posts - 1 through 5 (of 5 total)
  • Author
    Posts
  • #1407
    Profile photo of Bonnie Cerasale
    Bonnie Cerasale
    Participant

    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?

    #1408

    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.

    #1409
    Profile photo of Bonnie Cerasale
    Bonnie Cerasale
    Participant

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

    #1410
    Profile photo of Bonnie Cerasale
    Bonnie Cerasale
    Participant

    For some reason the reports are not finding them?

    #1411

    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.