A/R Reports Overview

A/R Reports Overview

A/R Reports do not include Incomplete Charges.

Account Receivable Reports

  1. Practice Analysis
  2. A/R Analysis
  3. A/R Management
  4. Year End

Date Filters

Using these Date Filters will show different facets of the Revenue Cycle Management.

When comparing reports, be sure you use the same filters.
  • Bill Date: Most recent date billed to responsible party
    • If this is selected but there is no Bill Date, the System defaults to the Responsibility Date.
  • Responsibility Date: Date this party became responsible 
  • Post Date: Derived from the Reference Batch.
    • Most of our A/R reports default to the Post Date.
  • Date of service (DOS): Specific date the Patient received treatment 
  • Added Date: The day the encounter was created in billing.

Days in A/R

  1. Days in A/R = Total A/R divided by the average billed amount per day over a given time period.


    • Related Articles

    • Reports Criteria Overview

      Reports Criteria Overview Most Reports default to the Post Date which is controlled by the date used in the Reference Batch. My Reports Panel: The Reports that the User has run are shown in this Panel. You can choose to see Unread reports only. ...

    • Statements/Invoices Overview

      Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Setup for Invoice Billing System Setting for Invoices ...

    • Custom Query Reports Overview

      Custom Query Reports Overview Custom Query Reports can be custom-built to produce the output and columns you want specifically. A Default Report is System delivered for each Custom Query Report. They all operate in the same way but pull specific ...

    • Reports Dashboard

      Reports Dashboard The Reports Dashboard gives access to the following Reporting Panels: Transactions Financial Patient A/R Scheduling Period End Collections POPS PHI (Protected Health Information) The Reports that contain PHI are labeled with this ...

    • Worklists Overview

      A User can only see the Worklists if Permissions have been granted in User Maintenance. Organize your Workflow with Worklists Use Worklists to organize work by assigning Tasks with due dates and follow-up dates. Administrators control the information ...