Custom Aging Report

Use additional criteria and filters to view custom aged balances with the Custom Aging Report.

In Standard Reports, in the Monthly area, click Custom Aging.

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).

Watch the Webinar: Aging of Accounts Receivable (A/R)

Note:
  • To control user access to this report, see Report Setup: Security Permissions.
  • This report is available by default to users with the Aging of AR permission.
  • The Pay Plan defaults depend on settings found in Preferences, Pay Plan Logic section.

Customize the Report

Select criteria and filters to customize the report. Selected criteria may affect the calculated balances.

As Of Date: Enter a date from which to begin calculating aging. Default is today.

Include the following: Check criteria boxes to include in the aging report calculations. Checking or unchecking options affects balance calculations.

Negative Balances: Choose whether accounts with negative balances are included in the report.

Age of Account: Only show accounts aged over the selected value.

Age Write-offs by: Calculate write-offs by insurance payment date, procedure date, or using the initial claim date for estimates and insurance pay date for adjustment. The default is determined by the Default to using Proc Date for PPO write-offs preference in Reports Setup. See Show Insurance Write-offs for additional information.

Group By: Select how to group calculation amounts.

Billing Types: Select Billing Types to include. Check All to include all billing types, including those marked hidden.

Providers: Select the providers to include. Check All to include all providers, including those marked Hidden on Reports.

Clinics: Only available when Clinics are enabled in Show Features. Select clinics to include. Check All (includes hidden) to include all clinics, including those marked hidden.

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: When the report is grouped by Family, Exclude checkboxes consider guarantor's information, not all family members. The entire family is excluded from the report if the guarantor is excluded.

Aging

Click Refresh to generate the report based on the selected customization options. The Aging grid displays results matching the selected criteria. Click Print to generate a print preview of the report.

Descriptions of each column in the grid are below.

Totals for all account balances included in the grid are shown at the bottom of the window.

Note:
  • If the preference Transactions attached to a procedure offset each other before aging is enabled, negative adjustments are reflected in balances as of the procedure date, even when the adjustment date is after the selected report date.
  • Balances shown in the grid may differ from what appears in the patient account or the Aging of A/R report based on the selected report customization.