Description

D3 report provides the aging details of patients and Guarantors in a legal entity. 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 aging of the outstanding amount.

Significance

D3 report provides the total outstanding amount and total billed amount in each legal entity till date.

Utility

Provide a patient/guarantor name and the report will display total billed amount and the outstanding amount for the patient/guarantor.

Search Filters for the D3 Report

Field Description
Legal Entity To filter results for a specific legal entity; to view results for all Legal Entities select ALL
Type Select Patient to view the results for patients only.

Select Guarantor to view details of guarantors only.

Select both to details of both patients and guarantors.

Name Provide the name of the patient/ guarantor to filter results for a specific patient/guarantor
Case Type To filter results for a specific case type
Include Inactive To view results for inactive patients/guarantors as well.

Search Screen of D3 Report

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Sample D3 report showing the Aging Summary Tab

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Select the   icon to download the both reports as an Excel Spreadsheet and the   icon to download the reports as PDF.