Overview

Purpose

This report analyzes procedure level information for outstanding balances.

Category

Aging

Type

Detail

Mode

Not applicable

Output Options

CSV or Excel

How to Get Here?

From Portal:
From Back Office:
  1. From the Reports tab, locate the AR Aging Analysis Detail report.
  2. Click Edit for the report.
  3. Enter/select filter criteria on the Criteria page.
  4. Click Run Report.
  1. Open the Manage menu and select Reports.
  2. From the Reports page > Modern tab, select the AR Aging Analysis Detail report from the list of reports.
  3. Click Run (or press [Alt] + [M]).
  4. Enter/select the filter criteria from the Parameters window.
  5. Click Run (or press [Alt] + [M]).

 

Sample Reports

(Click an image to enlarge)

Portal


Back Office 

 



Field Definitions

Field

Description

PracticeThe practice for which the charge is being billed.
Account IDThe account number of the guarantor account. Displays as Account Prefix + Account ID.

Case ID 

The unique identification number of the case.
Claim IDThe identification number issued to the claim when it was generated.
Guarantor The financially-responsible person or organization on the account.
Patient The name of the patient on the case.
Patient DOBThe date of birth for the patient.
Patient Gender

The gender of the patient. Options include:

  • Female
  • Male
  • Unknown
Patient Member IDThe identification number of the person insured by the payer.
Facility The facility where the service was rendered, which is specified on the case in charge entry.
Rendering Provider The physician that renders services.
PayerThe primary insurance payer on the case with financial responsibility for the outstanding debt.
Plan The primary plan responsible for reimbursement of the claim.
Date of Service The date that the service was rendered.
CPT The general procedure code that was entered as the procedure billed on the case in charge entry.
ASA The anesthesia procedure code that was entered as the procedure billed on the case in charge entry.
Billed The amount that was billed for total charges for each procedure.
Expected The expected amount of payment from the responsible party for the amount billed, which is determined by the expected fee schedule configured at the practice configuration.
BalanceThe outstanding balance on the account.
Age 

The number of days the account has aged since the day it was assigned to the current responsible party. Calculated as [Current Date] - [Responsibility Date].

Aging is based on the aging buckets defined in the practice configuration (0 to 30, 31 to 60, 61 to 90, 91 to 120, 121 to 180, over 180).

Responsible Party The person or payer/plan who is responsible for reimbursement of the charges.
Responsible Date

The date that the person or payer/plan became financially responsible for the amount billed, for example, guarantor or payer or plan.

If a case is re-billed as option 1, this date is the responsibility date of the original case.

Case Reporting Type

The unique code assigned to the case for identifying the case (for reporting purposes).

Available Report Filters

Option

Type

Required 

Description

Age FromFree Text (Numeric)Yes 

Filters by the number of days specified as the beginning interval. By default, this filter is set to 0 (zero). (0 to 30, 31 to 60, 61 to 90, 91 to 120, 121 to 180, over 180).

Age ToFree Text (Numeric)YesFilters by the number of days specified as the ending interval. By default, this filter is set to 30. (0 to 30, 31 to 60, 61 to 90, 91 to 120, 121 to 180, over 180).
Practices List SelectionYesFilters by all practices or one or more practices for which there are outstanding balances for procedures performed. By default, this filter is set to All Practices
Providers List SelectionYesFilters by all providers or by one or more providers. By default, this filter is set to All Providers.
FacilitiesList SelectionYesFilters by all facilities or by one or more facilities where services were rendered. By default, this filter is set to All Facilities.
By Date of Service Checkbox No 

If selected, calculates the age based on: [Current Date] - [Date of Service].

If not selected, calculates the age based on: [Current Date] - [Responsibility Date].

Report FolderDrop DownYesDesignates where to place or save the output from the executed report.
Responsible PartyDrop DownNoFilters by the responsible party for charge reimbursement. By default, this filter is set to Allbut can be set to Insurance or Guarantor.
PayersDrop DownNoFilters by all payers or by one or more payers. By default, this filter is set to All Payers.
PlansDrop DownNoFilters by all plans or by one or more plans. By default, this filter is set to All Plans.


 

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