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: Insurance Payer - Patient Responsibility Date A/R

Version 14.19

When to Use this Report

Use this report when you are looking to see what the outstanding A/R is for when patients became responsible for a balance due.

For example:

  • You have a claim from 13 months ago that was just processed by the insurance company for adjudication.  
  • There is a patient responsibility due on the adjudicated claim.  
  • Some offices may not wish to see patient A/R balances that are not accurate to when the patient actually became responsible for a balance, because an insurance payer decided to hold up the processing of a claim.

About the A/R Aging Analysis: Insurance Payer - Patient Responsibility Date A/R

Path: Reports Menu > A/R Aging Analysis > Ins. Payer - Pat. Resp. Date 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.

This report shows users what is in their Accounts Receivable for dates when a patient became responsible for a balance. You may want to run this report to see how old your outstanding balances may be.

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a balance in a date range bucket that is different from the top row bucket, then the AR_AGING_HISTORY table data is out of date.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: Insurance Payer - Patient Responsibility Date 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 Totals/Details radio buttons
The 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 and patient totals for the location over a specified period of time. 
  • 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. 
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 that are associated to each 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
The Insurance Carrier Summary Details displays all patient responsibility totals over specified periods of time (0 to 30, 31 to 60, etc).
6
Patient Summary Details (not shown)
The Patient Summary Details provides patient-level totals on the report. Patient accounts are displayed by the patient ID.
7
Stamp button (not shown)
The Stamp button enters a last updated time stamp on the selected patient transaction.
8
Account button (not shown)
The Account button opens the Patient Account window for the selected patient account.
9
Proof button (not shown)The 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

Use this report when you are looking to see what the outstanding A/R is for when patients became responsible for a balance due.

For example:

  • You have a claim from 13 months ago that was just processed by the insurance company for adjudication.  
  • There is a patient responsibility due on the adjudicated claim.  
  • Some offices may not wish to see patient A/R balances that are not accurate to when the patient actually became responsible for a balance, because an insurance payer decided to hold up the processing of a claim.

About the A/R Aging Analysis: Insurance Payer - Patient Responsibility Date A/R

Path: Reports Menu > A/R Aging Analysis > Ins. Payer - Pat. Resp. Date 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.

This report shows users what is in their Accounts Receivable for dates when a patient became responsible for a balance. You may want to run this report to see how old your outstanding balances may be.

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: Insurance Payer - Patient Responsibility Date 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 Totals/Details radio buttons
The 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 and patient totals for the location over a specified period of time. 
  • 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. 
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 that are associated to each 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
The Insurance Carrier Summary Details displays all patient responsibility totals over specified periods of time (0 to 30, 31 to 60, etc).
6
Patient Summary Details (not shown)
The Patient Summary Details provides patient-level totals on the report. Patient accounts are displayed by the patient ID.
7
Stamp button (not shown)
The Stamp button enters a last updated time stamp on the selected patient transaction.
8
Account button (not shown)
The Account button opens the Patient Account window for the selected patient account.
9
Proof button (not shown)The Proof button opens the Account Proof window for the selected patient account. This window displays the proof for the patient and insurance balance information.