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.

• See our Webinar: Procedures Overpaid Report
• Payments, write-offs, and adjustments must be allocated to procedures in order for this report to pull data correctly.

From / To: Enter the date range the procedure was set complete.

Providers: Select the providers attached to the procedure.

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: If using clinics, select which clinic to filter by.

Patient: By default, will enter the patient that is currently selected.

• Current: Enters the patient currently selected.
• Find: Find and enter a specific patient.
• All (includes hidden): Filter report for all patients with overpaid procedures.

Click Refresh for filters to take effect.

Click Print to print the grid.