Aging by Patient Report
Aging by Patient Report
The Aging by Patient Report can be used for outstanding Patient/Insurance balances, Patient/Insurance credits, and Escrow.
- This is similar to the Unresolved Claims Report and Interactive Aging.
- Patient Escrow is highlighted in yellow.
- There are two System delivered reports:
- Patient Credits
- Insurance Credits
Criteria
- Aging By: Patient Only, Patient and Insurance, or Insurance Only
- This report can be used for Patient and Insurance Aging and Escrow, but is most commonly used for Patient reporting.
- Aging By Date: Bill Date, Post Date, Date of Service, or Responsibility Date.
- Aging From/Aging To: The reported Balance can be broken down into Aging Buckets.
- DOS From/DOS To: Use the Date of Service to run for specific dates or span dates.
- Balance >=/Balance <=: This looks at the balance for the individual Responsible Party (Specific Patient, Guarantor, or Insurance)
- Use a Balance range to pull specific dollar amounts.
- Example: Report all balances less than $5.00 but greater than or equal to $0.01
- Balance >= .01
- Balance <= 4.99
- Note: This filter examines the Balance for the Responsible Party totaled across ALL Encounters.
- Total Balance >=/Total Balance <=: Looks at the Total Balance based on the "Aging By" filter used.
- Patient Only = Patient Balance
- Insurance Only = Insurance Balance
- Patient & Insurance = Patient + Insurance Balance
- Dunning Count >=/Dunning Count <=
- Tags
- Resolved Tags: Exclude (Default), Include, or Only
- Self Pay: Include or Exclude
- Send to Patient Worklist/Send to Charge Worklist: Can send the report results to one of these Worklists
- Include After Insurance: Select the checkbox to Include Patient Balances after Insurance has paid. Selected by Default.
- Include Encounters: If selected, the Encounters that have Balances are included on the report even if the Encounter does not fall in the range of the other Filters.
- The data shown includes: Encounter, DOS, Last Payment, Aging (Days), Charges, Ins Payments, Write Offs, Patient Payments, Adjustments, & Balance.
- Include Notes: If selected, Patient and Encounter Notes (for Encounters with balances) will be included.
- Include $0 Balances: If selected, the Report will include all Encounters, with and without a balance.
- Totals Only
- Sort By: Guarantor Name, Guarantor ID, Patient Name, or Patient ID
Report Examples
Include Encounters is Not Selected
Include Encounters is Selected
Patient Credit Report
Learn More
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