The Patient Insurance Report displays a list of third parties and the patients covered under each third party's plans.
To generate the report
How to get there
On the Home menu, under Reports, click (or tap) Power Reporting.
The Power Reporting page opens.
On the Power Reporting page, click (or tap) the Patient Insurance icon.
The report appears.
The data from your database syncs with the reporting system automatically and displays the time of the last sync on the Data as of button. Data entered in Dentrix Ascend after the time shown will not be available on the report until the next sync. To view the time when the next sync is expected to occur, click (or tap) the Data as of button.
Using the analysis report builder tools, add data fields to the layout, and set up filters as needed.
To save the report as a template for later use, click (or tap) Save. In the Save Report dialogue box that appears, enter a name for the report, select whether you want to save the report as one of your reports (available only to you) or as an organisation report (available to all users), and then click (or tap) OK.
Click (or tap) an Export option from the More actions and options button menu to export the report as a .pdf, .xslx, or .csv file.