We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

A/R Aging Analysis

Version 14.19

About the A/R Aging Analysis

Path: Billing tab > A/R button > A/R Aging Analysis button

The A/R Aging Analysis reflects Patient and Insurance balances according to the appropriate A/R Aging columns; 30, 60, 90 and 120 days and over. Users can filter the data by Insurance, Rendering Provider, and Location. This report uses the database table AR_AGING_HISTORY. First, a query calculates the sum of the insurance balance column (TX_BALANCE) and the patient balance column (COPYBALANCE) on CHARGE transactions in the ARCHIVE_TRANSACTIONS table. Then, the results are aggregated into the AR_AGING_HISTORY table. This report uses the date of service, Patient ID, = -2 (capitation) or patient ID is greater than 0. Voided transactions are also included. Both transaction types (transactions that were put on a daysheet and not put on a daysheet) are included.

Note: If patient details indicate a balance in a date range bucket that is different from the top row bucket, then the AR_AGING_HISTORY table data is out of date. Re-run the Update function by clicking the Update button in the Menu: Billing tab  > Proof Patient Accounts button > A/R Data Update Procedures tab.

A/R Aging Analysis Mapping

Number
Section
Description
1
A/R Report Type
Selects the report to display in the A/R Aging Analysis window.
2
Report Window
Displays patient and insurance balances according to the appropriate A/R Aging columns (30, 60, 90, 120, and over 120 days).
3
Function buttons
The function buttons are used to print, export, refresh, and set conditions for the information in the A/R Aging Analysis report.
4
Filter Builder
The Filter Builder sets conditions to display the charges in the A/R Aging Analysis report.
Version 14.10

About the A/R Aging Analysis

Path: Reports Menu > A/R Aging Analysis (Keyboard Shortcut keys: [Alt][R][G])

The A/R Aging Analysis reflects Patient and Insurance balances according to the appropriate A/R Aging columns; 30, 60, 90 and 120 days and over. Users can filter the data by Insurance, Rendering Provider, and Location. This report uses the database table AR_AGING_HISTORY. First, a query calculates the sum of the insurance balance column (TX_BALANCE) and the patient balance column (COPYBALANCE) on CHARGE transactions in the ARCHIVE_TRANSACTIONS table. Then, the results are aggregated into the AR_AGING_HISTORY table. This report uses the date of service, Patient ID, = -2 (capitation) or patient ID is greater than 0. Voided transactions are also included. Both transaction types (transactions that were put on a daysheet and not put on a daysheet) are included.

Note: If patient details indicate a balance in a date range bucket that is different from the top row bucket, then the AR_AGING_HISTORY table data is out of date. Re-run the Update function by clicking the Update button in the Menu: Reports > Proof Patient Accounts > Proof Calculations > A/R Data Update Procedures tab.

A/R Aging Analysis Mapping

Number
Section
Description
1
A/R Report Type
Selects the report to display in the A/R Aging Analysis window.
2
Report Window
Displays patient and insurance balances according to the appropriate A/R Aging columns (30, 60, 90, 120, and over 120 days).
3
Function buttons
The function buttons are used to print, export, refresh, and set conditions for the information in the A/R Aging Analysis report.
4
Filter Builder
The Filter Builder sets conditions to display the charges in the A/R Aging Analysis report.