Practice User - All Patient Insurance
The All Patient Insurance report includes a list of all patients’ details and the primary, secondary, and tertiary insurance data.
NOTE: It is your responsibility to ensure the accuracy of the insurance data included in the report before utilizing the information.
Non-provider practice users that join the practice can create and download the Monthly Visit Summary, Visit Status Report, All Patient Insurance, and Patient Population List reports.
Select the “ Physicians” criteria for the report. One or more physicians can be selected for the report.
NOTE: Only physicians who have confirmed their practice association in Settings >Practice are listed in the dropdown. Physicians that have not completed this process, will not appear as a selection under the “Physicians” dropdown. Please refer to the “Physician Practice Association” article for full details.
The information displayed in the report is detailed below.
| Column | Description |
| Patient Details | The patient’s name, DOB, gender, address, and FDODE (first date of dialysis ever). |
| Primary Insurance | The primary insurance name, address, phone number, effective date, group number, insurance id, and coverage start date |
| Secondary Insurance | The secondary insurance name, address, phone number, effective date, group number, insurance id, and coverage start date |
| Tertiary Insurance | The tertiary insurance name, address, phone number, effective date, group number, insurance id, and coverage start date |