Capitation Utilization Report

For practices using Capitation Insurance Plans, run the Capitation Utilization Report to see all procedures performed for capitation patients in a date range.

In Standard Reports, in the Monthly section, click Capitation Utilization.

This report is only useful for practices using Capitation Insurance Plans.

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


Set the report criteria before running the report.

Enter a few letters of the insurance carrier: Enter a carrier name to filter the report for a specific carrier. Users must enter at least one letter to proceed with running the report; a full carrier name is not required. Only carriers with names including the matching text will be included; the full carrier name is considered (e.g., if "Med" is entered both MedDent Insurance and NC Medicaid will be included on the report).

From Date / To Date: Enter the report date range. The current month is the default. Applies to procedure completed date.

Report Preview

Click OK to generate a print preview the report. Procedures marked do not bill insurance are not included on the report. Below is an example of the report and explanation of the report columns. For a description of toolbar buttons, see Complex Report System.