Aging reports display outstanding payments by 30, 60, 90, and 120-plus days. Users can access these by clicking the “Reports” tab and selecting “Aging Reports.” Aging reports will continue until payment is either posted manually or auto-posted.
The user can generate different types of reports by choosing different options available in Grouped By drop-down list. Note: Certain fields may appear unavailable to the user depending on Aging Based On selected.
| • | Aging Detail by Insurance & Patient – displays aging reports by insurance company & patient (highest $ owed to lowest) |
| Note: This will display self-pay only. Self-pay claims do not get sent to the Claims Processing queue; rather, they go straight to the Payments screen for payment posting. |
| • | Aging Summary by Insurance – displays aging reports by insurance company only (no patient names) |
| • | Aging Summary by Financial Class – displays aging reports by financial class |
| Note: Users can select a Financial Class under which to file an insurance company by clicking the Administration > Insurance Management. |
In the Aging Detail Report, the user can select from the following report filters:
| 1. | Select the Aging Through Date by clicking the icon (if different from current date). |
| 2. | Select the Aging Method to include by using the drop-down menu. |
| 3. | Select the Age Range to include by using the drop-down menu. |
| 4. | Select the Facility to include by using drop-down menu. |
| 5. | Select the Provider to include by using the drop-down menu. |
| 6. | Select the Payer(s) to include using the drop-down menu. |
| Note: This option will not be available to users when performing an Aging Detail by Patient Report. |
| 7. | Select the Responsibility to include by using the drop-down menu. |
| 8. | Select Patient Category drop-down to view the list of categories. Select one or more patient categories (e.g., Bankruptcy, BCBS, Collections, Medicaid) from the drop-down list. |
| Note: Patient Category can be assigned in the Patient Demographics. This option is only available to users when performing an Aging Detail by Patient Report. |
| 9. | Select the Claim Attribute(s) to include (e.g., corrected claim, rebilled) using the drop-down menu. |
| 10. | Select the Service Provider to include using the drop-down menu. |
| 11. | Select the Grouped By to include using the drop-down menu. |
| 12. | Select the category to Sort the report using the drop-down menu. |
| 13. | Click Export Data to export report details into excel file. |
| 14. | Click the Generate Report button. |
Note: The information contained in the report will depend on the Report Type selected.
