You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

 

Overview

Purpose

This report is used to review insurance plan configurations.

Category

System

Type

Detail

Mode

Not applicable

Output Options

CSV or Excel

How to Get Here?

From Portal:
From Back Office:
  1. From the Reports tab, locate the Plan Detail report
  2. Click Edit for the report
  3. Enter/select filter criteria on the Criteria page
  4. Click Run Report
  1. Open the Manage menu and select Reports
  2. From the Reports page, select the Plan Detail report from the list of reports
  3. Click Run (or press [Alt] + [M])
  4. Enter/select the filter criteria from the Parameters window
  5. Click Run (or press [Alt] + [M])

 

Sample Report

(Click the image to enlarge)

 

 

Field Definitions

Field

Calculation Formula

Description

Group By UPDATE
Name   
Address Line 1   
Address Line 2   
City   
State   
Zip   
Contact Name   
Contact Phone   
Contact Fax   
Contact Email   
Contact Website   
Financial Class   
Payer ID   
Claim Type   
Team Billing   
Concurrency Scheme   
Primary Claim Type   
Secondary Claim Type   
Paper Claim Form   

Available Report Filters

Option

Type

Required 

Description

PayersList Selection UPDATE
Plans List Selection  

 

 

Related Topics

Portal

Reports

 

 

Search this documentation

 

 

  • No labels