Description The D16 report is a detailed patient aging report containing patient and encounter information. Significance 1. Offline Reporting Feature included. 2. Direct Export to Excel is available in this report. Users without having to wait for the report to load and paint to the screen can use this to extract the aging data to […]
Category: D. Aging
D1. Summary – Insurance Aging Report
Description D1 report captures insurance-wise A/R with aging buckets. The report can also be filtered to display the A/R based on the contract amount (expected fee) instead of the gross values. Significance The purpose of the summary-Insurance Aging Report is to follow up outstanding insurance balances. Items on the report are aged based on the […]
D2. Detailed – Insurance Aging Report
Description D2 report is a detailed insurance A/R report that contains patient and line-level billing information with multiple export formats (mostly line level). There is also an encounter-level excel that can be generated. Significance 1. Offline Reporting Feature included. 2. If you want to view the insurance A/R and know the patients that constitute this […]
D3. Summary – Patient/ Guarantor Balance And Aging Report
Description The D3 report is a patient-level report that captures patient A/R and guarantor A/R separately or together with the aging buckets. The report has two tabs: Aging Summary and A/R Aging Bucket. Aging Summary: Displays Billed Amount, Insurance Paid Amount, Patient/Guarantor Paid Amount, Adjustment Amount, Outstanding Amount, and On-Account Money. Aging Bucket: Displays bucket-wise […]
D4. Summary – Insurance Balance And Aging By Patient
Description This is a Patient level A/R report with aging buckets and filter to show both A/R – insurance and patient together or separately the patient. Significance 1. This report gives a one-list view of the patients and their balances. Select ALL and it would give patient as well as insurance aging. Additional fields included […]
D5. Detailed – Patient Aging Report
Description D5 is a Patient ledger style report capturing the patient’s financials with an A/R summary. Significance The Detailed patient aging provides a breakdown of the claims that are currently aging to the patient. (Any claim that has been billed to the patient/responsible party using a statement is considered aging to the patient). This report is akin to patient Ledger and […]
D6. A/ R Aging Summary Report
Description D6 report is an aging summary report displaying a breakup of the A/R for patient, insurance, and collections with aging buckets and percentages. D6 report indicates how long insurance claims and patient balances have been outstanding and are represented as a percentage over 180 days. It is represented as amount in dollars as well […]
D7. Accounts Receivable Aging Report
Description D7 report is an aging summary report showing the A/R for each aging bucket. An accounts receivable aging report is a record of overdue invoices from a specific time period that is used to measure the financial health of the company and its customers. The Accounts Receivable (A/R) Aging report has high significance due […]
D8. Provider Wise A/R Aging Report
Description D8 report is an aging summary akin to D6 A/R Aging Summary Report additionally with the provider-wise breakup. Significance 1. D8 report provides the insurance and patient aging details for each provider in a legal entity. 2. The patient aging is calculated based on the date the line was moved to patient responsibility. Search […]
D9. Aging Report By Case Type
Description D9 shows the aging summary in both amounts and percentages by Case Type. Search Filters of D9 Report Field Description Legal Entity To filter by a specific legal entity Provider To filter results for a specific provider Search Screen of D9 Report Image 1 Sample D9 report Image 2 Quan. : This is the […]