Power up your clinic's benefits season game plan by generating a complete reactivation call list. This article will walk you through How to Create a Year-end Reactivation Call List using Patient Insights.
Note: If you don't have access to Patient Insights, please contact your clinic administrator. To grant access while logged in as an Admin 2, go to Settings>User Types>Edit User Type>Reporting>Report Builders: Granted |
Step 1: Navigate to Reports
From inside Reports, select Patient Insights under Report Builders
Step 2: Create your Report Parameters
From here, you will select your Report Filters and Report Includes fields
There are two sets of parameters you can use for this step: Benefits expiring with no future appointment or Drop-offs with benefits expiring
Benefits Expiring with No Future Appointments
Use the following parameters to generate a list of all patients whose benefits expire on January 1st and have no future appointments booked
Report Filters | Report Includes |
Future Appointment Booked (Y/N) | Patient First & Last Name |
Insurance Reset Date: January 1st | Phone Number |
Drop-offs with Expiring Benefits
Use the following parameters to generate a list of all patients that have dropped-off and whose benefits expire on January 1st
Report Filters | Report Includes |
Last Appointment (Date Range) | Patient First Name |
Future Appointment Booked (Y/N) | Patient Last Name |
Insurance Reset Date: January 1st | Phone Number |
Practitioner Seen |
Once you've set your parameters select Build
Step 3: Save your Report
After creating your report parameters, enter your Report Name and select Save New
Conclusion
Your custom report will now be saved in the Reports dropdown menu for future use