Run the Insurance Plans Report to get a list of all subscribers currently associated with an insurance plan.

In Standard Reports, in the Lists section, click Insurance Plans.

To control user access to this report, see Report Setup: Security Permissions.

Filter

The report can be filtered by insurance carrier.

To filter the report to a specific insurance carrier, enter it in the box. To include all carriers leave blank. Any carriers starting with matching text are included in the report (e.g., if Delta is entered, Delta Dental of PA and Dental Dental of NJ are included)

Click OK to generate a print preview of the report.

Report Preview

The following is an example of the report and explanation of the report columns.

For a description of toolbar buttons, see Complex Report System.

Only subscribers are included in the report. Non-subscriber patients under a plan are not included.

• Carrier Name: Insurance Carrier associated with the insurance plan.
• Subscriber Name: Last name and first name of the Insurance Plan subscriber.
• Carrier Phone: Insurance carrier phone number.
• Group Name: Group name of the associated insurance plan.

The total subscribers included in the report are totaled on the final page of the report.