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 […]

Read More

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.If you want to view the insurance A/R and know the patients that constitute this insurance A/R, you can run this […]

Read More

D3. Summary – Patient/ Guarantor Balance And Aging Report

Description 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 […]

Read More

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 only 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 […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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 D8 report provides the insurance and patient aging details with respect to each provider in a legal entity. Search filters of D8 Report Field Description Legal Entity To filter  by legal entities Search Screen […]

Read More

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 […]

Read More

D10. Running A/ R Report

Description This is a report that shows the net and ending A/R for the selected date period computing the gross charges, receipts, and adjustments from the starting A/R. The breakup of each transaction type and the starting and ending A/R for the period is displayed on the report. Search Fields of D10 report Field  Description […]

Read More