Month End: Insurance Class Breakdown by Location

The Insurance Class Breakdown Month End report shows the dollar amount of payments and adjustments collected over the month to help you determine which insurance classes are most profitable. Dollar amounts are based on the date they were received but may be attributed to a Date of Service from a previous month.

Note: This report is a static snapshot of your billing data taken when the month was closed. It is captured after all Month End procedures are completed in WebPT Billing. Any changes will be reflected in the next month's data.

Run the Report

Navigate to the Month End Reports menu and select Insurance Class Breakdown by Location.
Indicate the Company, Practice, Location, Month, and Year that you want to analyze, then click Search.
This report displays data broken down by insurance class, new patients, visits, and units. The associated charges, payments, and adjustments are also displayed based on the month and year selected.

Column Descriptions

Insurance Class Code: The code assigned to the insurance class
Insurance Class Description: Description of Insurance Class
Billed New Patients: The total number of new patients
Billed Visits: The number of fully paid visits (charges = payments + adjustments) for the month
Total Units: Total number of units billed to the insurance class (do not need to be fully paid)
Charges: The total amount billed to the insurance class for the month
Payments: Total payments received from the insurance class
Adjustments: The total adjustments made for the insurance class during the month