Client Claims: Aging by Insurance
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We need a list of individual claims aging for each insurance - - not just a 'summary'. I have reviewed all of the insurance reports and cannot find one which will give me a breakdown of the individual claim info aging. I have found a path by going into Client reports > Outstanding Balances (click insurance) and open in Excel. Then you can sort by insurance, but it would be much better to have the again claims presorted under each insurance aging as one report.

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    Ayelette R

    Hi M,

    To view individual insurance appointments that are not yet paid, go to Reports > Unpaid Insurance Appointments. If a claim has been filed for the appointment, it will be linked in the Clearinghouse Reference column. You may also export this report to a CSV or Excel if needed.

    Hi M,

    To view individual insurance appointments that are not yet paid, go to Reports > Unpaid Insurance Appointments. If a claim has been filed for the appointment, it will be linked in the Clearinghouse Reference column. You may also export this report to a CSV or Excel if needed.

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    Ashley Davis

    I agree with original poster; the insurance carrier should be listed as well. 

    I agree with original poster; the insurance carrier should be listed as well. 

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    Ruth

    Hi Ashley, you can go to your Reports > Outstanding Balance Reports, check the box to "Include Insurance," you can uncheck the box to only include clients "With Balance" if you'd like to see all clients' insurance carriers. If you download this page as an Excel, or CSV spreadsheet, you'll get the insurance payer listed by name for each client. If you'd like to have the link to the claim that is associated with these balances, you can click on the Outstanding Balance amount. You'll be rerouted to the Appointment Status Report for this client, then widen the date range to include all dates of service for this client. Check the box to "Include Insurance" now you can click the Details link to the far right of the Insurance Responsibility columns. We're open to hearing more about how you'd like our Insurance Reports display, so please add your thoughts to our Ideas and Suggestions Board here: http://simplepractice.uservoice.com/

    Hi Ashley, you can go to your Reports > Outstanding Balance Reports, check the box to "Include Insurance," you can uncheck the box to only include clients "With Balance" if you'd like to see all clients' insurance carriers. If you download this page as an Excel, or CSV spreadsheet, you'll get the insurance payer listed by name for each client. If you'd like to have the link to the claim that is associated with these balances, you can click on the Outstanding Balance amount. You'll be rerouted to the Appointment Status Report for this client, then widen the date range to include all dates of service for this client. Check the box to "Include Insurance" now you can click the Details link to the far right of the Insurance Responsibility columns. We're open to hearing more about how you'd like our Insurance Reports display, so please add your thoughts to our Ideas and Suggestions Board here: http://simplepractice.uservoice.com/