A/R Reports Overview

A/R Reports Overview

Alert
A/R Reports do not include Incomplete Charges.

Account Receivable Reports


Date Filters

Info
When comparing reports, be sure you use the same filters.

Using these Date Filters will show different facets of the Revenue Cycle Management (RCM). Use the System Setting AGINGINS to change the default Date Filter for the A/R Reports.

  • 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.
  • If the Responsible Party is a Collections Agency, the Bill Date will reflect the date that the Encounter was sent to Collections.
  • If the Responsible Party is an Employer (Invoice Billing), the Bill Date will reflect the Mailed Date.
  • Responsibility Date: Date this party became responsible 
  • Post Date: Derived from the Reference Batch.
  • Date of service (DOS) : Specific date the Patient received treatment 
  • Added Date: The day the encounter was created in billing.

Days in A/R

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

  • ARDAYS - NUMBER OF DAYS/MONTH - AVERAGE DAILY BILLING CALCULATION If set to Yes:
  • This is used to calculate the Average Day's Charges amount.
  • The setting approximates the number of days a practice sees Patients in a month.
  • The Default setting is Weekdays.
  • 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. If set to Yes:
  • This is specifically used to calculate an Average Day's Charges amount.
  • The Default setting is 6.
  • 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.

Aging Buckets

An Aging Bucket is a defined time range used in aging Reports to categorize outstanding A/R based on how long balances have been unpaid.

  • Aging Buckets help to monitor the age of Patient and Insurance balances.
  • The default Aging Buckets used in the System are: 0-30, 31-60, 61-90, 91-120, and 121+.
  • The System Setting AGINGBUCKETS can be used to change the default Aging Buckets.

Learn More

Reports System Settings

Practice Analysis

A/R Analysis

A/R Management Report

Interactive Aging: Real-Time A/R View

Aging by Patient Report

Year End

A/R Review and Troubleshooting


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