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This report would usually be printed at regular intervals to identify all the new patients registered with the practice whose accounts are paid by a particular payor . The resulting report can include the following:
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To Run the 'Payor Membership' Report
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Go to Administration -> Reports and select ‘Payor Membership List’:
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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 Up/Down arrows. Having a provider selected will print the list of only that dentist’s payors.
Clicking the Multiple button will allow printing for a combination of Providers.
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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 List button
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The check box beside
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‘Test first seen
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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
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‘From’ and ‘To’ date fields are used to specify the range within which patients were registered.
Click
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‘Print’ to send the report to the printer,
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‘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:
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