Insurance Aging Report
In Standard Reports, in the Monthly section, click Insurance Aging Report.
The Insurance Aging report is useful for groups that have complex accounting, where there is a need to age insurance related receivables distinctly. Offices that want to make sure they are getting paid by insurance companies and want to follow up on older claims should use the Outstanding Insurance Claims Report instead.
This report is based on the guarantor's billing type, primary provider, and clinic. Aging is automatically recalculated when the report is generated.
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 write-offs.
Age of Account: Select which patients to include based on aging balance.
Group By: Select how to group calculation amounts.
Only show patients with outstanding claims: Check to limit report to patients with outstanding claims, and enable insurance breakdown options below. Results will be grouped by both carrier name and group name.
Insurance Breakdown Options: Only shows when Only show patients with outstanding claims is checked.
Billing Types: Highlight the billing types to include or click All to include all billing types.
Providers: Highlight the primary providers to include or click All to include all primary providers.
Clinics: Highlight the clinics to include or click All to include all clinics. Only clinics the logged-on user has access to are options.
Click OK to generate the report.
Report, run by family, with no carrier details:
Report, run by family, with Only show patients with outstanding claims checked:
Column descriptions: Below is a description of each column in the report. The columns will vary depending on the report criteria.