The Claim Summary report
The Claim Summary report makes it easy to do reporting for insurance claims.
Use the Claim Summary report to:
- Get an easy view of all insurance claims with data that includes the patient, insurance company, and policyholder
- Make reconciliation easier with one view of benefit data, payment statuses, and policy IDs
- Make it easier to prepare insurance data for audit and compliance
Output data of the Claim Summary report
This table gives each column name of report output and the information shown:
| Report column name | Information shown |
|---|---|
| Claim Reference Number | Reference ID number of a claim. |
| Claim Insurance Number | Insurance number of a claim. |
| Animal Policy Number | Policy number for the patient. |
| Claim Creation Date | The date that a staff member made the claim in ezyVet. |
| Claim Status | Shows the claim status (for example, Claim is Settled or Claim is being Processed). |
| Is Sent | Shows Yes if a staff member sent the claim from ezyVet. |
| Is Integrated | Shows Yes if the claim is from an insurance integration. |
| Claim Supplier Business Name | The insurance company name. |
| Policy Holder Contact Code | The policyholder code. |
| Policy Holder Name | The policyholder name. |
| Policy Holder Business Name | The business name of the policyholder. |
| Animal Code | Patient code. |
| Animal Name | Patient name. |
| Overall Amount | Total dollar value of the claim. |
| Benefit Amount | Quantity approved for the benefit. |
| Benefit Payment Codes | Payment reference codes. |
| Benefit Payment Status | Payment status (for example, accepted). |