OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 13 Creating & Printing Reports & Statements
List of Reports
Insurance Analysis
The Insurance Analysis report lists dates, insurance carrier names, product names,
CPT codes, amounts billed to insurance, amounts paid by insurance, and insurance
write-offs. Eyefinity/OfficeMate suggests creating this report on demand.
To create the Insurance Analysis report, set the fee slip date parameters, select
an insurance carrier from the Insurance Co. drop-down menu, and choose to
group the report by insurance carrier or CPT code using the Group by
drop-down menu.
Insurance Audit
The Insurance Audit report lists insurance payments, transfers, adjustments,
write-offs, and the patients to whom the transactions were applied.
Eyefinity/OfficeMate suggests creating this report on demand.
To create the Insurance Audit report, set the posting date parameters and select
an insurance carrier from the Insurance Co. drop-down menu.
Insurance Charge Back
Note
This report is being phased out. Eyefinity/OfficeMate recommends that
you use the Insurance Deposit Audit report located on the Custom tab.
The Insurance Deposit Audit custom report offers more flexible and,
therefore, accurate reporting. For more information, go to To create and
print custom insurance reports on page 554.
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