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).

Note:

  1. In the Main Menu, click Reports, Standard.
  2. In the Monthly area, click Custom Aging.
  3. Select filter criteria and click Refresh to generate the report. Click a column heading to sort.
  4. Click Print. Results print as shown in the grid.

Customize the Report

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.

Negative Balances

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.

Note: Prior to version 18.1.30 and 17.4.87 deceased and archived patients were not included on the report. In version 18.1.30 and later, patients with a status of deceased will show if they have a balance, and archived patients are included by default.