How to Run the Insurance Analysis Report in Practice Mate

The Insurance Analysis Report generates total charges for claims submitted to insurance. At the bottom of the report, totals are displayed for Primary, Secondary, and Tertiary Insurance – in addition to a Combined Total of all three.  

Steps to Run the Insurance Analysis Report

1. Navigate to the Report

• Log into Practice Mate.

• Click on the Accounting tab in the top menu.

• Hover over Reports and select Insurance Analysis Report.

2. Review Data Update Notification

• A notification will appear indicating when the report data was last updated.

3. Select Claim Submitted Date

• Use the Claim Submitted Date drop-down to choose:

• By Date

• By Date Range

• By Month

• Select the appropriate date or date range to the right of the drop-down.

4. Filter by Office ID or Insurance ID

• Click the plus (+) icon next to the Office ID or Insurance ID fields.

• In the search window:

• Use the Show Only the First drop-down to control how many results display (10, 50, 500, etc.).

• Click Narrow to refresh the list.

• Select the desired options using the checkboxes.

• Use Select All, Select None, or Invert Selections as needed.

• Click Use Selections to save your choices.

5. Choose Claim Type

• Use the Claim Type drop-down to select:

• HCFA (Professional)

• UB04 (Institutional)

6. Select Sorting Option

• Use the Sort By drop-down to organize results by:

• Insurance Name

• Insurance ID

7. Run the Report

• Click the Go button to generate the report.

Reviewing the Report Results

The report will display total charges for submitted claims. At the bottom, totals are categorized into:

• Primary Insurance  

• Secondary Insurance  

• Tertiary Insurance  

• Combined Total

Please note that the data used for this report is collected hourly, and the report will display the last updated time when accessed.

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