Description

D15 report shows the bucket wise aging details of insurances and patients as on the Accounting Date specified.

Utility

  1. Select an insurance and the report would provide the bucket-wise aging details of the insurance as on the accounting date specified.
  2. Provide a patient and the report would display the patient responsible balance listed bucket-wise as on the date given.

Search Filters for the D15 report

Field Description
Accounting Date As of  Provide the accounting date until which the results are to be produced
Legal Entity To view results of a specific legal entity
Payer Type Select Patient/Insurance/ALL from the drop-down
Payer Name Type in the first three letters of the payer name and select from the list that appears

Report Download/View Options of D15 Report

Option Description
View  To view the report( normal way of running the report)
Download Excel Direct excel Option provided for ‘Summary Report’
Download CSV Direct CSV Options provided for ‘Detailed CSV’
Run Offline Select this option to run report offline. Both Summary and Detailed report can be set for running offline. Drop-down shows Pending reports as well as the previous five completed ones.

Image 1 is a sample search screen.

Image 1

Click on Search to view the report. Image 2 is a sample report showing the aging details of a specific insurance.

Image 2