Custom Aging Report
The Custom Aging report allows users to customize which transactions to age. The default criteria settings match the Aging of Accounts Receivable (A/R) Report. Aging can be run as of a historical date (see As Of Date).
Select filter criteria and click Refresh to generate the report. Click a column heading to sort.
Click Print to print results as shown in the grid.
As Of Date: Enter a date from which to begin calculating aging. Default is today.
Include the following: Check a criteria box to include it in the aging report.
Age of Account: Only show accounts aged over the selected value.
Age Write-offs by: Calculate write-offs by procedure date or insurance payment date. The default is determined by the Default to using Proc Date for PPO write-offs preferences in Report Setup.
Group By: Show one patient or family (guarantor) per row.
Billing Types, Providers, Clinics: Check All to include all criteria, or select individual items to include.
Age Credits: Age credits in increments of 0-30, 31-60, 61-90, and 90+ instead of aging credits using standard calculation (applying credits to oldest charges first).
Exclude Inactive Patients: Check to exclude all patients with an inactive status.
Exclude Archived Patients: Check to exclude all patients with an archived status.
Exclude Bad Addresses: Check to exclude patients with no zip code.