Business Matters

A Newsletter for DAISY Users

November 9, 2006

 

Tip of the Week

 

Situation

We see multiple patients covered by a specific Insurance Plan. I need to find the total number of patients covered by that particular plan.

 

Solution

Run the Insurance Coverages report, filtered for the Insurance Plan.

 

1.  Locate the Insurance Coverages report in the Report Gallery. A default copy of the report can be found in the Claims/Insurance folder.

2.  Right-click the Insurance Coverages icon, selecting Properties.

3.  Click the Reset button in the Property Editor window.

4.  Filter the Insurance Plan tab for is equal to (the desired plan name).

5.  Click the OK button.

6.  Double-click the report icon to generate the report on-screen. Print the report from the DAISY Report Viewer.

 

Additional Info

You can use this report to find patients who are covered under one of several Insurance Plans by filtering the Insurance Plan tab for is one of, instead of is equal to, as indicated in step #4. Select the plan, and then click the Add button. Once you have selected/added all the desired plans, continue at step #5.

 

 

YOU ARE INVITED TO A DAISY USER MEETING

 

Get the most out of your DAISY system!  Uncover features you never knew existed, take the headache out of Month End Closing and learn how to protect your office against data loss.

 

Sign up for the meeting of your choice by emailing the names of attendees and date of the meeting to:

 

daisyinfo@daisydental.com

 

A confirmation notice will be faxed to you a week prior to the meeting.

 

Dates and Locations:

 

December 8th, Friday               Portland (full)

 

January 12th, Friday                 Portland (full)

 

February 7th, Wednesday         Portland

 

March 7th, Wednesday             Portland

 

Time:

 

9:00am to 1:00pm

 

Questions?  Call Oksana at 800-368-6401 ext 3458