A list of patients who belong to the selected Insurance Fund including option to find all patient with no <none> Insurance fund.
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Click the navigation menu > Management > Reports page
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Select Insurance Funds and Patients list report
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Report parameters:
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Fund: Select the fund name from the list or <All> or <None>
- Location: Select practice location from list (for multi practice users only)
- Provider: Select All providers or choose the individual provider from drop list
- First Seen: Select period from drop list.
- From/To: Or enter date from – to.
- Show Inactive Providers: Tick box if you wish to choose an Inactive Provider
- Show totals only: Show total numbers only
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Report Details:
Insurance fund
Name of the Insurance Fund
Patient
informationPatient Card ID, First seen date, Surname, Firstname And the provider code
Sub totals
Name of Insurance Fund
Number
Total number for the insurance fund
% of total patients
% total for that fund
Total patients in Database
The number of total patients
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