Version 14.19
Path: Billing tab > A/R button > A/R Aging Analysis > A/R Report Type drop-down > Ins. Payer - Secondary Resp. Date A/R
User Permission: If you do not see this report option, you will need to be provided permission OP_Rpts_AR by your practice's administrator. |
About
Use this report when you are looking to see what the outstanding A/R is for when the Secondary Insurance Payer became responsible for a balance due.
For example:
- You have a claim that was finally processed by the insurance company for adjudication
- There is a secondary insurance on file with the patient responsibility due on that adjudicated claim
- The claim gets a balance billed to the secondary payer on file
- Some offices may wish to see patient A/R balances for when a secondary payer became responsible for balances rather than just view the age of the claim
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a balance in a date range bucket that is different from the top row bucket, then the AR_AGING_HISTORY table data is out of date.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 Billing tab > Proof Patient Accounts > A/R Data Update Procedures tab. |
Insurance Payer - Secondary Payer 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:
|
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.
|
5 | Insurance Carrier Summary Details | The Insurance Carrier Summary Details displays all secondary insurance carrier responsibility totals over specified periods of time (0 to 30, 31 to 60, etc). |
6 | Patient Summary Details | The Patient Summary Details provides patient-level totals on the report. Patient accounts are displayed by the Patient ID. |
7 | Stamp button | The Stamp button enters a last updated time stamp on the selected patient transaction. |
8 | Account button | The Account button opens the Patient Account window for the selected patient account. |
9 | Proof button | 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 the Secondary Insurance Payer became responsible for a balance due.
For example:
- You have a claim that was finally processed by the insurance company for adjudication.
- There is a secondary insurance on file with the patient responsibility due on that adjudicated claim.
- The claim gets a balance billed to the secondary payer on file.
- Some offices may wish to see patient A/R balances for when a secondary payer became responsible for balances rather than just view the age of the claim.
About the A/R Aging Analysis: Insurance Payer - Secondary Payer Responsibility Date A/R
Path: Reports Menu > A/R Aging Analysis > Ins. Payer - Secondary 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. |
If there are users that wish to see what is in their Accounts Receivable for when a Secondary Insurance Payer became responsible for a balance, they 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. |
Insurance Payer - Secondary Payer 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:
|
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.
|
5 | Insurance Carrier Summary Details | The Insurance Carrier Summary Details displays all secondary insurance carrier responsibility totals over specified periods of time (0 to 30, 31 to 60, etc). |
6 | Patient Summary Details | The Patient Summary Details provides patient-level totals on the report. Patient accounts are displayed by the Patient ID. |
7 | Stamp button | The Stamp button enters a last updated time stamp on the selected patient transaction. |
8 | Account button | The Account button opens the Patient Account window for the selected patient account. |
9 | Proof button | 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. |
