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.
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 |
Search Screen of D5 Report
Sample D5 report
Note: Click on 
to view Encounter Detail Activity and 
to add an activity.
Click on the 
icon to download the report as an Excel Spreadsheet and the 
icon to download as PDF.