Insurance Aging Report

In Standard Reports, in the Monthly section, click Insurance Aging Report.

This Standard Report ages the Insurance Estimates of families with outstanding balances. It 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.

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.

Click OK to generate the report.

Report without Detailed Insurance Breakdown:

Report with Detailed Insurance Breakdown. Detailed breakdown will first Group by Family or Individual, and then group by Carrier and/or Group Name as selected in report options.

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