Insurance Aging Report

This report ages the Insurance Estimates of families with outstanding balances. It is based on the guarantor's billing type, primary provider, and clinic. Aging is automatically recalculated when the report is generated.

Note:

  1. In the Main Menu, click Reports, Standard.
  2. In the Monthly section, click Insurance Aging Report.
  3. As of Date: Enter the as of date for the report. Defaults to the date of the most recent aging calculation (usually today). If changed to an historical date, totals reflect all transactions up to the date entered except for estimated write-offs.
  4. Group By: Select how to group calculation amounts.
    • Family (default): Group by family, listed by guarantor.
    • Individual: Group by individual patient.
  5. Age of Account: Select which patients to include based on aging balance.
    • Any Balance: Include patients with any balance due.
    • Over 30 Days: Include all patients with any balances that are over 30 days due.
    • Over 60 Days: Include all patients with any balances that are over 60 days due.
    • Over 90 Days: Include all patients with any balances that are over 90 days due.
  6. Billing Types: Highlight the billing types to include or click All to include all billing types.
  7. Providers: Highlight the primary providers to include or click All to include all primary providers.
  8. Clinics: Highlight the clinics to include or click All to include all clinics. Only clinics the logged-on user has access to are options.

    Note: When the report is grouped by family, clinic is determined by the guarantor's assigned clinic. When grouped by individual, clinic is determined by the patient's assigned clinic.

  9. Click OK to generate the report.

Column descriptions: Below is a description of each column in the report. The columns will vary depending on the report criteria.