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.

Filters

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. At least one letter mus be entered to run the report; a full carrier name is not required. Only carriers with names including the matching text are included; the full carrier name is considered (e.g., if "Med" is entered both MedDent Insurance and NC Medicaid are 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. The following is an example of the report and explanation of the report columns. For a description of toolbar buttons, see Complex Report System.

• Carrier: Insurance carrier. Subsequent blank lines below the carrier name, indicate those rows apply to the same carrier.
• Subscriber: Insurance plan subscriber. Subsequent blank lines below the subscriber name, indicate those rows apply to the same subscriber.
• Subsc SSN: Insurance plan subscriber social security number. Subsequent blank lines below the subscriber SSN, indicate those rows apply to the same SSN.
• Patient: Patient associated to the completed procedure.
• Pat DOB: Patient date of birth.
• Code: Procedure code.
• Proc Description: Procedure description.
• Tth: Tooth number associated to the completed procedure.
• Surf: Tooth surfaces associated with the completed procedure.
• Date: Procedure date.
• UCR Fee: Usual and customary rate fee (e.g., office fee). UCR fees are prioritized in the following order, including any Fee Override for Provider or Clinic:
  1. Patient fee schedule override. See Edit Patient Information.
  2. The treating provider's fee schedule. See Edit Provider.
• Co-Pay: If a co-pay fee schedule is assigned to the insurance plan, this is the amount from the co-pay fee schedule (i.e., patient responsibility).