A/R Aging

This report provides a list of aging accounts receivable with open balances for a specific date range. Select the criteria you want to use to filter the report:

1. Click the arrow beside the Offices field, and then select the check box beside the office(s) you want to use. To see all offices, click the top-level check box.

2. To show all details in the report, click the Show Details check box. Otherwise, clear this check box to see a high-level report without details.

3. By default, the Aged As Of field contains the date for the last day of the previous month. To use a different date, enter the date you want to use in mm/dd/yyyy format.

4. Click the arrow beside the Payor field and select from the pre-defined list of payors.

5. By default, the system defines the Aging Period One, Aging Period Two, Aging Period Three, and Aging Period Four fields as the previous 30, 60, 90, and 120 days, respectively. To use a different amount, enter the number of days you want to use.

6. Use the Patient Id From and Patient Id Thru fields if you want to specify a range of patients to use in the report using Patient IDs. By default, these fields are set to include all patients (with notes entered) that fall within the other filter criteria selected.

7. The Show Notes box enables data for all active notes to be displayed in the report for each patient (if applicable).

Data present in the "Action" and "Notes" columns of the Accounts Receivable grid in Account Summary will be displayed for the corresponding patient entry (underneath the Batch Date, Post Date, Stmt From, and Eps columns). By default, the Show Notes box is checked.

This filtering option was added to coincide with the account summary note feature in Accounts | Account Summary | Notes.

This contact information utilizes the same data that is stored in the corresponding "Payor Contact Info" collapsible section (of the Accounts Receivable Reconciliation grid) or the "Plan Contact Info" collapsible section (of the Accounts Receivable grid) in Account Summary.

If the Show Payor contact info box is checked then the contact information listed in Account Summary will be displayed to the right of each payor and plan.

The Accounts Receivable Aging by Remittance Date report contains:

● Header information:

o Office Number

o Payor

o Aged as of

o Line of Business

o Payor

o Patient ID Range

o Legend for Action icons

● Report columns — The report breaks the information down first by office, then by payor, plan, and lastly by patient, using the following columns to identify the associated information:

o Batch Date— The date the batch was created.

o Post Date— The date the batch was posted.

o Stmt From— The date of the last statement.

o Eps— Episodes

o Amount Billed

o Last Payment

o Net Receivable

o Current

A/R Aging Report