Category: D. Aging

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]