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 - Total 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 and patient balances that are due, via the payer type that the balances are sitting, as on the claims screen of the Patient Account. 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 see, in a quick glance, the areas of work in your insurance and patient A/R that need to be addressed.

About the A/R Aging Analysis: Insurance Payer - Total A/R

Path: Reports Menu > A/R Aging Analysis > Ins. Payer - Total 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 displays outstanding Accounts Receivable by Insurance and Patient Totals/Insurance Balances. It is recommended that you 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a balance in a date range bucket that is different from the top row bucket, then the AR_AGING_HISTORY table data is out of date.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: Insurance Payer - Total 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 and patient totals. 
  • Show Patient Details: This radio button is not available for this report.
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 outstanding insurance balances due from the payer over specified periods of time (0 to 30, 31 to 60, etc).
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 and patient balances that are due, via the payer type that the balances are sitting, as on the claims screen of the Patient Account. 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 see, in a quick glance, the areas of work in your insurance and patient A/R that need to be addressed.

About the A/R Aging Analysis: Insurance Payer - Total A/R

Path: Reports Menu > A/R Aging Analysis > Ins. Payer - Total 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 displays outstanding Accounts Receivable by Insurance and Patient Totals/Insurance Balances. It is recommended that you 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: Insurance Payer - Total 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 and patient totals. 
  • Show Patient Details: This radio button is not available for this report.
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 outstanding insurance balances due from the payer over specified periods of time (0 to 30, 31 to 60, etc).