D5. Detailed – Patient Aging Report

Description

D5 is a Patient ledger style report capturing the patient’s financials with an A/R summary.

Significance

The Detailed patient aging provides a breakdown of the claims that are currently aging to the patient. (Any claim that has been billed to the patient/responsible party using a statement is considered aging to the patient).

This report is akin to patient Ledger and is a permanent record of all financial transactions between the patient and the practice.

Utility

1. Check the box ‘Show Legends’ to display the report color-coded. This helps to quickly identify claims on Hold, denied claims, claims awaiting payments, etc.

2. Click on to view Encounter Detail Activity and to add an activity.

Search Filters of D5 Report

Search Filter	Description
Patient	Provide the first 3 letters of the first name or last name
Legal Entity	To show results pertaining to a specific LE
Provider	To filter results for a specific provider
Case	To display results for a specific case number
DOS	Provide DOS range for which the results are to be displayed
Acct. Date	Provide Acct. date range for which results are to be displayed
Show Denial Information	Check this box to include Payer Remarks column which contains denial information
Show Legends	Check this box to display the report color-coded to easily identify claims denied, claims waiting payments, claims where insurance has paid but waiting for patient payment