Procedure Aging reports display outstanding payments by 30, 60, 90, 120, 150, 180, and 365-plus days along with the associated CPT codes. Users can access these by clicking the “Reports” tab and selecting “Aging Reports.” Procedure Aging reports will continue until payment is either posted manually or auto-posted.
In the Procedure 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 Provider to include by using the drop-down menu. |
| 5. | To view the report for a specific Patient, start typing the patient name in the Patient field and select using smart search results. |
| 6. | 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. |
| 7. | Select the CPT Codes range to include in the report. |
| 8. | Select the Claim Attribute(s) to include (e.g., corrected claim, rebilled) using the drop-down menu. |
| 9. | Enter a Claim number to generate the report for a specific claim. (You can add multiple claim number by putting a comma in between the claim numbers.) |
| 10. | Select the category to Sort the report using the drop-down menu. |
| 11. | Click the Generate Report button. |
