Custom Aging Report

The Custom Aging report allows users to customize which transactions to age.

In Standard Reports, in the Monthly area, click Custom Aging.

The default criteria settings match the Aging of Accounts Receivable (A/R) Report. Aging can be run as of a historical date (see As Of Date).

Watch the Webinar: Aging of Accounts Receivable (A/R)

  • To control user access to this report, see Report Setup: Security Permissions.
  • This report is available by default to users with the Aging of AR permission.
  • The Pay Plan defaults depend on settings found in Preferences, Pay Plan Logic section.

Customize the Report

Select criteria and filters to customize the report. Selected criteria may affect the calculated balances.

As Of Date: Enter a date from which to begin calculating aging. Default is today.

Include the following: Check criteria boxes to include in the aging report calculations. Checking or unchecking options will affect balance calculations.

Negative Balances: Choose whether accounts with negative balances are included in the report.

Age of Account: Only show accounts aged over the selected value.

Age Write-offs by: Calculate write-offs by insurance payment date, procedure date or using the initial claim date for estimates and insurance pay date for adjustment. The default is determined by the Default to using Proc Date for PPO write-offs preference in Reports Setup.

Group By: Select how to group calculation amounts.

Billing Types: Check All to include all billing types, or select individual billing types to include.

Providers: Select the providers to include. Ctrl + click to select multiple providers or check All to include all listed providers..

Clinics: Select clinics to include in the report. Ctrl + click to select multiple clinics or check All (includes hidden) to include all clinics, including those marked hidden.

Age Credits: Age credits in increments of 0-30, 31-60, 61-90, and 90+ instead of aging credits using standard calculation (applying credits to oldest charges first).

Exclude Inactive Patients: Check to exclude all patients with an inactive status.

Exclude Archived Patients: Check to exclude all patients with an archived status.

Exclude Bad Addresses: Check to exclude patients with no zip code.

Note: When the report is grouped by Family Exclude checkboxes refer to the status of the guarantor and not all family members. The entire family will be excluded from the report if the guarantor is excluded.


Click Refresh to generate the report based on the selected customization options. The Aging grid displays results matching the selected criteria. Click Print to generate a print preview of the report.

Descriptions of each column in the grid are below.

Totals for all account balances included in the grid are shown at the bottom of the window.

Note: Balances shown in the grid may differ from what appears in the patient account or the Aging of A/R report based on the selected report customization.