Description
D2 report is a detailed aging report which provides the details of patients constituting the insurance A/R including their line details such as the procedures, amounts, balances, previous collection follow-up activities, etc.
Significance
If you want to view the insurance A/R and know the patients that constitute this insurance A/R, you can run this report to view all the details.
Direct Export to Excel and Export to CSV options are provided in the D2 report screen. Users without having to wait for the report to load and paint to the screen can immediately use these options to extract the aging data to excel and CSV files.
Utility
Provide the Insurance name In the payer field; details related to all the patients constituting the insurance A/R is displayed.
Filters for the D2. Detailed Insurance Aging Report is provided in Table 1.
| Field | Description |
| Payer | Provide insurance name |
| Exclude user Activity | If user activity fields are to be excluded in the report |
| LE | Legal Entity |
| Provider | To produce report specific to a provider |
| INS. Level | Select either P for primary , S for Secondary or T for Tertiary; to view all select ALL |
| Aging Bucket | If Only a specific bucket is to be viewed, select it from the list, else select ALL to view all buckets |
| Collection Status | Filter results according to patient’s collection status |
| Collection Sub-status | Filter results according to patient’s collection sub status |
| Export to Excel(Detailed) | Click this instead of ‘Search’ to directly export the results to an excel file |
| Export to CSV (Detailed) | Click this instead of ‘Search’ to directly export the results to a CSV file |
Table 1
Image 1 is a sample search screen for the D2 report.
Click on Search to continue. Image 2 shows a sample D2 report.
Select the 
icon to download the report as an Excel Spreadsheet and the 
icon to download the report as PDF.
Click on the 
icon to show notes which shows Detail Encounter Activity and the 
icon to add a new activity.