Description
D4 report summarizes patient wise outstanding amounts (Insurance balance + Patient Payment Balance) and the corresponding aging buckets. This report helps to analyze patient aging balance exclusively as well.
Significance
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 in this report are Last Visit Date and Last patient Payment Date.
Table 1 shows the search filters for the D4 report.
| Field | Description |
| Legal Entity | Billing Entity |
| Payer | Insurance |
| Case Type | To filter by case type |
| Oldest Aging Bucket | select either 120, 150 or 180 |
| Exclude Additional info | If additional information is not to be displayed, check this box |
| All/Patient | ‘All’ shows insurance as well as patient aging. |
Image 1 is the D4 search screen.
Click on Search to continue. See Image 2 for a sample report.
Note: If patient is selected in the search filter, then the Total O/S column shows only the patient payment balance.
Select the 
icon to download the report as an Excel Spreadsheet.