A/R Analysis

A/R Analysis

Gives a Day by Day, Week by Week, Month by Month, or Year by Year tracking of changes in the A/R. This report allows you to Group By and Sub-Group By.

  • If the Days in A/R is blank: The System was not able to calculate a valid value. This is usually due to:
  • Very low Charge volume;
  • There were no Charges at all; or
  • There is not an ending A/R value.

The A/R Analysis will never balance with the Net YTD on the Practice Analysis Report.

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Included on the Report

AlertThis Report does not include Collections Balances since the Encounter Balance is $0 after being sent to Collections.

  1. Beginning A/R
  2. Charges
  3. Payments
  4. Refunds
  5. Adjustments
  6. Write-Offs
  7. Transfers: Represent the movement of A/R from one party to another.
  8. Net: (Charges - Payments - Adjustments + Refunds +/- Transfers) = the NET effect on the Accounts.
  9. Ending A/R: Group by Facility (not by Encounter) & Include $0 AR must be selected on the A/R Management Report if comparing Reports.
  10. Days in A/R: Based on the Report settings in System Settings: This determines the number of days per month to use for the Days in A/R calculation.
  1. ARDAYS - NUMBER OF DAYS/MONTH - AVERAGE DAILY BILLING CALCULATION: This is used to calculate the 'Average Day's Charges' amount. The setting would typically approximate the number of days a practice sees Patients in a month.  Applicable if using Days in A/R (DAYSINAR is set to Yes). The Default setting is Weekdays.
  2. ARMONTHS - NUMBER OF MONTHS (LOOKBACK) - AVERAGE DAILY BILLING CALCULATION: This determines the number of past months the practice would like to use for the Days in A/R calculation. This is specifically used to calculate an 'Average Day's Charges' amount. Applicable if using Days in A/R (DAYSINAR is set to Yes). The Default setting is 6.
  3. DAYSINAR - INCLUDE DAYS IN A/R ON A/R MANAGEMENT AND A/R ANALYSIS: If Yes is chosen, an additional column is added to the A/R Management and A/R Analysis reports, displaying a calculated "Days in A/R". Days in A/R = Total A/R / The Average Charges for 1 Day.


Example 1: If there is a charge for $120 and an adjustment for $120 on an Encounter, the A/R is $0 and will be excluded from the A/R Management Report when grouped by Encounter. However, it will be included when grouped by Facility because the entire A/R for the facility is not $0.


Example 2: The Report is run on July 1st and delivers a monthly summary for the YTD using a 3-month Lookback. The Daily Charges will equal the Charges minus Transfers for January, February, and March. It will look at the A/R as it existed at the end of March.

 


Include Aging Buckets on the Report

  1. Include Aging: Adds Aging Buckets and the Ending A/R as columns on the Report.
  2. Aging Only: Excludes all columns other than the Aging Buckets from the Report.
  3. Aging From: Charge Post Date, DOS, Responsibility Date, Bill Date, Added Date
  4. Custom Aging: Enter a comma separated list of numbers to create custom Aging Buckets for this Report.
  • Example: Enter 15,30,60 to create the following four buckets: 0-15, 16-30, 31-60, and 61+.
  • To use the default Aging Buckets, leave this field blank.

Learn More

A/R Reports Overview

Practice Analysis

A/R Management Report

Interactive Aging: Real-Time A/R View

Aging by Patient Report

Year End

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