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a balance in a date range bucket that is different from the top row bucket, then the AR_AGING_HISTORY table data is out of date.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.