Custom Aging Report

In the Main Menu, click Reports, Standard. In the Monthly area, click Custom Aging.

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


Select filter criteria and click Refresh to generate the report. Click a column heading to sort.

Click Print to print results as shown in the grid.

Customize the Report

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

Include the following: Check a criteria box to include it in the aging report.

Negative Balances

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

Age Write-offs by: Calculate write-offs by procedure date or insurance payment date. The default is determined by the Default to using Proc Date for PPO write-offs preferences in Report Setup.

Group By: Show one patient or family (guarantor) per row.

Billing Types, Providers, Clinics: Check All to include all criteria, or select individual items to include.

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: Prior to version 18.1.30 and 17.4.87 deceased and archived patients were not included on the report. In version 18.1.30 and later, patients with a status of deceased will show if they have a balance, and archived patients are included by default.