Description

This is a Patient level A/R report with aging buckets and filter to show both A/R – insurance and patient together or separately only the patient.

Significance

1. 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.

2. Patients with no balance (Balance=0) will not be listed in D4.

Utility

When Patient is selected in the search filter instead of All, then the Total O/S column shows only the patient payment balance.

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.

D4 search screen

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Sample D4 Report

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Select the   icon to download the report as an Excel Spreadsheet.