This report will show the insurance details of patients and the insurance coverages. To access the ‘Insurance Summary Report’ select ‘ Insurance Summary Report’ from dropdown and Click ‘Proceed’.
The below screen will be visible. Select From and To date or Report Duration from the dropdown and click Apply Filters.
The ‘Insurance Summary Report’ can be downloaded. Click on ‘Export’ to export the report in excel or in csv format.
Click on ‘Show Filters’ to change the filter i.e. duration of the report. Click ‘Mark as Favourite’ to mark the selected report as favourite.
Click back to reports history to go back to main screen for other reports.