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.

Image 1

 

Click on Search to continue. Image 2 shows a sample D2 report.

Image 2

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.