New Patients with Insurace XYZ count

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djanash@mac.com
Posts: 59
Joined: Sat Mar 13, 2010 11:11 am

New Patients with Insurace XYZ count

Post by djanash@mac.com » Sun Apr 14, 2013 8:45 am

Hi All,
We are attempting to eliminate some plans at our office but want to eliminate the least popular plans first and go up from there. I'd like report that will give me a list of new patients for a given date range, the insurance plan they have (or if they are a FFS patient) and how much we been paid for that plan/patient in the same date range.
My hope is we can easily look at Q1 and see where the new patients are coming from and dump plans that don't get us too many new ones and don't pay us a ton.
Is this a custom query? I looked online and cant seem to find one that matches the criteria
Thanks in advance

BFDental
Posts: 2
Joined: Mon Nov 10, 2014 11:58 am

Re: New Patients with Insurace XYZ count

Post by BFDental » Thu Jan 08, 2015 9:05 am

bump

KevinRossen
Posts: 293
Joined: Mon Apr 22, 2013 8:49 am
Location: Dallas, TX
Contact:

Re: New Patients with Insurace XYZ count

Post by KevinRossen » Thu Jan 08, 2015 9:41 am

I'm assuming you're in network with a number of carriers? If so, do you have separate fee schedules setup for each one? Lastly, are you really wanting a list of each patient or would a count be better?
Kevin Rossen
Office Manager, Rossen Dental
Founder, DivergentDental.com
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