The Insurance Policy Report in ChiroUp providers an overview of all patient insurance policies with options to filter by payor, type, referrals, authorization, end date, & more. 

To access the Insurance Policy report, navigate to Reporting on the left side navigation bar and then to Billing > Insurance Policy. 

Filters Available: 

You can filter the Insurance Policy report based on the following criteria: 

• Payor: Filter to see all policies with a specific payor
• Patient: Filter to see all policies for a specific patient
• Insurance Type: Filter to see policies that are primary, secondary, or other
• Policy Status: Filter to see active and inactive policies
• Policy End Date: Filter to see policies with a specific end date
• Discipline: Filter to see policies that have discipline-specific benefits added
• Referral Required: Toggle ON to only return policies that have a referral number saved
• Prior Auth Required: Toggle ON to only return policies with a Prior Auth number saved
• Has Outstanding Claims: Toggle ON to only return policies with claims outstanding (the number of claims will show in the Claims column of the report)

Column Overview: 

• Payor: Payor name and policie details (Type, Member ID, Plan/Group, Remaining Coverage, Remaining Deductible, Active Status) 
• Patient: Patient with whom the policy is associated
• Benefit: The discipline with which the benefit on the policy is associated
• Treatments: Remaining number of Treatments & Max Treatments
• Referral: If the patient has a referral number entered, this field will return “yes”
• Prior Authorization: If the patient has a prior authorization number entered, this field will return “yes”
• Claims: The number of claims outstanding on this policy. Click the green arrow to view the claims.