Payor Membership List

This option is used to print a report identifying patients with a payor entered in the Patient Details tab, ‘Payor’ field, such as any public health payors or private dental insurance plans.

This report can be used to print:

A list of all patients with the selected payor
A list of new patients with the selected payor.

This report would usually be printed at regular intervals to identify all the new patients registered with the practice whose accounts are paid by . The resulting report can include the following:

The date the patient was first seen
Patient’s Name
Patient’s Date of Birth
Patient’s phone number.

To Run the 'Payor Membership' Report

From the ‘Administration’ menu, click ‘Reports’ and select ‘Payor Membership List’:
The Provider(s) field will default to the user logged in. Blanking the field out will print a ‘Payor Membership List’ for the entire practice. A different provider can be selected from a list by using the button. Having a provider selected will print the list of only that dentist’s payors.
Clicking the button will allow printing for a combination of Providers.
Leaving the Payor field empty will print a ‘Payor Membership List’ for the entire practice, however a payor can be selected from the list by using the button (recommended).
The check box beside ‘Test first seen date’ defines whether the report includes all patients with the selected payor or just new patients. If the check box is not ticked the report will print a list of all patients with the selected payor, otherwise the report will print new patients within the specified date range, for the selected payor.
The ‘From’ and ‘To’ date fields are used to specify the range within which patients were registered.
Click ‘Print’ to send the report to the printer, ‘Preview’ to preview on screen and then print from the ‘Preview’ screen, 'Email' to email a copy of the report to an email recipient, or ‘Cancel’ to return to the previous screen.
The example below shows a list of patients for the Payor: