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A/R Aging Analysis: Ins. Payer - Ins. A/R

Version 14.19

When to Use this Report

Users that wish to see what is in their Accounts Receivable can use this report to see all outstanding insurance balances due from the payer. This report breaks the balances up by different aging buckets:

  • <30 days old
  • 31-60 days old
  • 61-90 days old
  • 91-120 days old
  • >120 days old

This allows users to easily see, in a quick glance, the areas of work in your A/R that need to be addressed.

About the A/R Aging Analysis: Ins. Payer - Ins. A/R

Path: Reports Menu > A/R Aging Analysis > Ins. Payer - Ins. A/R (A/R Report Type dropdown)
Note: If you do not see this report option, you will need to be provided a permission from the System Administrator under Security Administration. The report permission is: OP_Rpts_AR.

The Ins. Payer - Ins. A/R report allows users to view outstanding Accounts Receivable by Insurance Payer and Insurance Balances. When these reports are selected to "Show patient details" they will provide options for you to add billing notes, Stamp (which allows user to date stamp the “last update” field to the current date), go directly to the patient account, and work claims as necessary. It is recommended for you to run the Proof Patient Account A/R Update prior to working A/R.

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a balance in a date range bucket that is different from the top row bucket, then the AR_AGING_HISTORY table data is out of date.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: Ins. Payer - Ins. A/R Map

Number
Section
Description
1
A/R Report Type
Selects the report to display in the A/R Aging Analysis window.
2
Show radio buttons
The Show radio buttons determine the data that is displayed in the grid:
  • Show Summary Totals: The "Show Summary Totals" radio button provides a summary of the insurance carrier totals. A sample of the summary totals is shown in number 5 on this Ins. Payer - Ins. A/R Map.
  • Show Patient Details: The "Show Patient Details" radio button provides patient-level details for each insurance carrier on the report. This selection provides options for you to add billing notes, Stamp (which allows user to date stamp the “last update” field to the current date), go directly to the patient account, and work claims as necessary. A sample of the Show Patient Details in the grid is shown in number 6 on this Ins. Payer - Ins. A/R Map.
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
Insurance Carrier
The Insurance Carrier column indicates the name of the insurance carrier for each line of the report.  
  • Selecting "Show Patient Details" will group patients by listed insurance carrier. The patients are listed by Patient ID. The Patient IDs are displayed by clicking the "+" icon next to the selected insurance carrier name.
  • Selecting "Show Summary Totals" will only show a high level report that lists each insurance carrier amounts over time. The "+" icon is not displayed.
5
Insurance Carrier Summary Details
"Insurance Carrier Summary Details" displays all outstanding insurance balances due from the payer over specified periods of time (0 to 30, 31 to 60, etc).
6
Patient Summary Details
"Patient Summary Details" provides patient-level details for the report. Patient accounts are displayed by the patient ID.  
7
Stamp buttonThe Stamp button enters a last updated time stamp on the selected patient transaction.
8
Account buttonThe Account button opens the Patient Account window for the selected patient account.
9
Proof buttonThe Proof button opens the Account Proof window for the selected patient account. This window displays the proof for the patient and insurance balance information.
Version 14.10

When to Use this Report

Users that wish to see what is in their Accounts Receivable can use this report to see all outstanding insurance balances due from the payer. This report breaks the balances up by different aging buckets:

  • <30 days old
  • 31-60 days old
  • 61-90 days old
  • 91-120 days old
  • >120 days old

This allows users to easily see, in a quick glance, the areas of work in your A/R that need to be addressed.

About the A/R Aging Analysis: Ins. Payer - Ins. A/R

Path: Reports Menu > A/R Aging Analysis > Ins. Payer - Ins. A/R (A/R Report Type dropdown)
Note: If you do not see this report option, you will need to be provided a permission from the System Administrator under Security Administration. The report permission is: OP_Rpts_AR.

The Ins. Payer - Ins. A/R report allows users to view outstanding Accounts Receivable by Insurance Payer and Insurance Balances. When these reports are selected to "Show patient details" they will provide options for you to add billing notes, Stamp (which allows user to date stamp the “last update” field to the current date), go directly to the patient account, and work claims as necessary. It is recommended for you to run the Proof Patient Account A/R Update prior to working A/R.

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: Ins. Payer - Ins. A/R Map

Number
Section
Description
1
A/R Report Type
Selects the report to display in the A/R Aging Analysis window.
2
Show radio buttons
The Show radio buttons determine the data that is displayed in the grid:
  • Show Summary Totals: The "Show Summary Totals" radio button provides a summary of the insurance carrier totals. A sample of the summary totals is shown in number 5 on this Ins. Payer - Ins. A/R Map.
  • Show Patient Details: The "Show Patient Details" radio button provides patient-level details for each insurance carrier on the report. This selection provides options for you to add billing notes, Stamp (which allows user to date stamp the “last update” field to the current date), go directly to the patient account, and work claims as necessary. A sample of the Show Patient Details in the grid is shown in number 6 on this Ins. Payer - Ins. A/R Map.
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
Insurance Carrier
The Insurance Carrier column indicates the name of the insurance carrier for each line of the report.  
  • Selecting "Show Patient Details" will group patients by listed insurance carrier. The patients are listed by Patient ID. The Patient IDs are displayed by clicking the "+" icon next to the selected insurance carrier name.
  • Selecting "Show Summary Totals" will only show a high level report that lists each insurance carrier amounts over time. The "+" icon is not displayed.
5
Insurance Carrier Summary Details
"Insurance Carrier Summary Details" displays all outstanding insurance balances due from the payer over specified periods of time (0 to 30, 31 to 60, etc).
6
Patient Summary Details
"Patient Summary Details" provides patient-level details for the report. Patient accounts are displayed by the patient ID.  
7
Stamp buttonThe Stamp button enters a last updated time stamp on the selected patient transaction.
8
Account buttonThe Account button opens the Patient Account window for the selected patient account.
9
Proof buttonThe Proof button opens the Account Proof window for the selected patient account. This window displays the proof for the patient and insurance balance information.