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Insurance Aging Report

This report ages the Insurance Estimates of families with outstanding insurance claims. It is based on the guarantor's billing type, primary provider, and clinic. Aging is automatically recalculated when the report is generated.

Notes:

  1. In the main menu, click Reports, Standard.
  2. In the Monthly section, click Insurance Aging Report.



  1. As of Date: Enter the 'as of' date for the report. Defaults to the date of the most recent aging calculation (usually today). If changed to an historical date, totals reflect all transactions up to the date entered except for estimated writeoffs. 
  2. Group By: Select how to group calculation amounts.
    • Family (default): Group by family, listed by guarantor.
    • Individual: Group by individual patient.
  3. Age of Account: Select which patients to include based on aging balance.
    • Any Balance: Include patients with any balance due.
    • Over 30 Days: Include all patients with any balances that are over 30 days due.
    • Over 60 Days: Include all patients with any balances that are over 60 days due.
    • Over 90 Days: Include all patients with any balances that are over 90 days due.
  4. Billing Types: Highlight the billing types to include or click All to include all billing types.
  5. Providers: Highlight the primary providers to include or click All to include all primary providers.
  6. Clinics: If using Clinics, highlight the clinics to include or click All to include all clinics. Only clinics the logged-on user has access to are options. Note: When the report is grouped by Family, clinic is determined by the guarantor's assigned clinic. When grouped by Individual, clinic is determined by the patient's assigned clinic.
  7. Click OK to generate the report.

Column descriptions: Below is a description of each column in the report. The columns will vary depending on the report criteria.

  • Patients/Guarantors: The patients/guarantors who meet the filter criteria.
  • Ins Pay 0-30 Days: The estimated insurance balance that is 30 days past due.
  • Ins Pay 31-60 Days: The estimated insurance balance that is 31-60 days past due.
  • Ins Pay 61-90 Days: The estimated insurance balance that is 61-90 days past due.
  • Ins Pay < 90Days: The estimated insurance balance that is greater than 90 days past due.
  • Ins Est Total: The total amount owed by insurance.
  • Pat Est 0-30 Days: The patient estimated balance that is 30 days past due.
  • Pat Est 31-60 Days: The patient estimated balance that is 31-60 days past due.
  • Pat Est 61-90 Days: The patient estimated balance that is 61-90 days past due.
  • Pat Est < 90Days: The patient estimated balance that is greater than 90 days past due.
  • Pat Total: The total amount estimated to be owed by patient.

 

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