A/R Management Report

A/R Management Report

The A/R Management Report can be run with a variety of Criteria and breakdowns. This report shows the details of the A/R changes, with Aging breakdown, or can be run for the Aging breakdown only, which gives a display much like the Interactive Aging Report.

Criteria

  • Posted Date Through: A/R Management provides a breakdown of your A/R (and/or Aging) which includes all transactions in the system, up to and including the selected Last Posted Date (next field).

  • Choose to Include or Exclude or leave the following fields blank:

    • Facility/Facility Reporting Group

    • Insurance/Insurance Reporting Group

    • Billing Provider/Rendering Provider/Provider Reporting Group

    • Procedure Code/Procedure Code Reporting Group

    • Referring Provider/Referring Provider Reporter Group

  • Employer Include/Exclude/Only

    • Employer on Policy

    • Employer as Guarantor

  • DOS From & To: Designate DOS Date Range.

  • Patient Age >=/<=: The Patient Age >= and/or <= along with the Days/Months/Years filter, allow reporting on an age range of Patients.

    • Leave the default value of "0" in both fields to report on all ages.

    • The report calculates the Patient's age relative to the Date of Service.

  • Tags: Include/Exclude specific Tags.

  • Resolved Tags: Include/Exclude, or Only.

  • Remove Reversed Encounters: Select the checkbox to remove Encounters that have been Reversed.

  • $0.00 A/R is by default excluded from the details.

    • Include $0.00 A/R for totals to balance to the A/R Analysis Report.

  • Include Escrow: Receipts with Escrow are calculated as of the Last Posted Date chosen.

  • Include Aging: Selecting the checkbox opens 2 other fields:

    • Aging Only: Select the checkbox to report Aging Only

    • Aging From: Choose the Date type to dictate how the report is run.

      • Charge Post Date

      • DOS

      • Responsibility Date

      • Bill Date

      • Added Date.

  • Custom Aging: Comma separated  (30,90,270) or leave this field blank for Default Aging of 30,60,90,120.

  • Totals By/Subtotal By/ and Sub-Subtotal By

 

 

Examples of the A/R Management Report 

  1. Grouped by Insurance without Aging

  1. Grouped by Insurance with Aging

  1. Grouped by Insurance Aging Only


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