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

Reports Criteria Overview

A/R Reports

Unresolved Claims Report

Interactive Aging

Credit Management