Overview
Purpose
This report analyzes outstanding accounts receivable for outstanding balances. It displays the totals in active AR for each aging bucket as it is defined in the practice configuration, for example, 30, 60, 90, 120, 180, and over 180 days. It is a snapshot of the transaction activity based on current responsibility, but can also be used for historical reporting. This report is based on a specific day accounting period. Transaction activity is reported by account for the current responsible party.
Category
Aging
Type
Summary
Mode
Accounting / Date of Service
Output Options
View/Print, CSV, Excel, or PDF
Sample Reports
(Click an image to enlarge)
Back Office
Field Definitions
Field | Description |
|---|---|
Payer | The primary insurance payer on the case with financial responsibility for the outstanding debt. If the Static AR Aging Mode filter is set to Plan or Financial Class, the report is filtered accordingly. By default, the report is filtered by Payer. |
Mix % | The percentage of the total for which the payer is responsible. |
Total | The sum of all aging buckets for which the payer is responsible. |
Aging Bucket 1 | The amount and percentage for which the payer is responsible for the specified number of days, for example, 30 days. |
Aging Bucket 2 | The amount and percentage for which the payer is responsible for the specified number of days, for example, 60 days. |
Aging Bucket 3 | The amount and percentage for which the payer is responsible for the specified number of days, for example, 90 days. |
Aging Bucket 4 | The amount and percentage for which the payer is responsible for the specified number of days, for example, 120 days. |
Aging Bucket 5 | The amount and percentage for which the payer is responsible for the specified number of days, for example, 180 days. |
Aging Bucket 6 | The amount and percentage for which the payer is responsible for the specified number of days, for example, >180 days. |
Total Insurance A/R | The sum of all payers and full percentage of outstanding debt. The sum of each aging bucket and percentage of outstanding debt is listed for each aging bucket. |
Total A/R | The sum of all payer categories (insurance, self pay, and guarantor) and full percentage of outstanding debt. The sum of each aging bucket and percentage of outstanding debt is listed for each aging bucket. |
Available Report Filters
Option | Type | Required | Description |
|---|---|---|---|
| Date | Drop Down | Yes | Filters by the ending date for a specified accounting period based on the current responsibility. By default, this filter is set to Today. Options include: Custom End Date, Today, Previous Day, Prior Month End, and Prior Year End. If Custom End Date is selected from the Date drop down, the To field is enabled to select a date.
|
| Practices | List Selection | Yes | Filters by all practices or one or more practices for which charges were billed. By default, this filter is set to All Practices. Only active practices are returned in the search results. |
| Providers | List Selection | Yes | Filters by all providers or by one or more providers for which transactions were posted. By default, this filter is set to All. |
| Facilities | List Selection | Yes | Filters by all facilities or by one or more facilities for which transactions were posted. By default, this filter is set to All Facilities. |
| AR Aging Mode | Drop Down | Yes | Filters by payer, plan, or financial class. By default, this filter is set to Payer. This filter determines the row grouping. |
| Group By | Drop Down | Yes | Filters by:
By default, this filter is set to Practice. |
| By Date of Service | Checkbox | No | If selected, calculates age based on [Current Date] - [Date of Service]. If not selected, calculates age based on [Current Date] - [Responsibility Date]. |
| Exclude Credit Balances | Checkbox | No | If selected, the report will not include accounts with a credit balance. |