Procedures Overpaid Report
Find procedures overpaid due to insurance or patient payments, write-offs, or adjustments using the Procedures Overpaid report.
In Standard Reports, in the Monthly section, click Procedures Overpaid.
The Procedures Overpaid report lists individual procedures that have been overpaid by insurance, the patient, a write-off, or an adjustment.
To control user access to this report, see Report Setup: Security Permissions.
From / To: Click the drop down or type a date to set the report date range. Filters by Date of completed procedure.
Providers: Select the providers to include. Ctrl + click to select multiple providers. Select All to include all listed providers. Filters by provider attached to procedure (i.e., treating provider).
Exclude if no Insurance Payment/Write-off: Check to include only overpaid procedures attached to an insurance payment or write-off. Procedures overpaid due to adjustments or patient payments only will be excluded.
Clinics: Select clinics to include in the report. Ctrl + click to select multiple clinics or select All (includes hidden) to include all clinics, including those marked hidden.
Patient: By default, the currently selected patient will be listed.
After setting report filters, click Refresh to update results in the Procedures Overpaid Grid. Below are descriptions of the report columns. Click Print to generate a print preview of the report results.
Right-click an item in the grid and select Go To Account to open the selected patient's account.