D5 is a Patient ledger style report capturing the patient’s financials with an A/R summary.
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.
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.
Search Filters of D5 Report
|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|
Search Screen of D5 Report
Sample D5 report
Possible Outputs of D5 Report