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Patients by Insurance Report

The Patients By Insurance report allows you to generate a list of patients by insurance class and/or insurance code based on your search criteria. This report can be used to help you identify all patients impacted by a problem with a specific payer. 

Let’s review how to access and filter the report.

  1. Navigate to the Reports menu and select Patients By Insurance.
  2. Complete the required Search Criteria, then click Search.
    1. The Company defaults to the company you’re currently logged into. Use the drop-down menu to select a different company.
    2. Narrow your report results by selecting a Practice, Location, Insurance Code, and/or Insurance Class. Otherwise, you can leave these fields set to all.
    3. You must select a From and Through date.
    4. For the Insurance Position, select whether or not you want the report to pull patients based on their current, primary, secondary, or tertiary insurance.
    5. Check the box for Include Zero Balance to show patients that have a zero balance on their account.
  3. The list of patients with their Insurance Class or Insurance Code displays below.
  4.  To drill down further, click on the Patient ID to open the patient profile.
Note: With this report, you have the ability to drill down, sort, and filter information to get to the key metrics that are important. To review how, click here.
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