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: Location - Insurance A/R

Version 14.19

When to Use this Report

Users that wish to see what is in their Accounts Receivable by Location can use this report to see all outstanding insurance balances that are due. This allows users to easily see, in a quick glance, the areas of work in your A/R that need to be addressed for individual locations.

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

Path: Reports Menu > A/R Aging Analysis > Location - 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.

This report allows users to view outstanding Accounts Receivable Insurance balances by Location.

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a balance in a date range bucket that is different from the top row bucket, then the AR_AGING_HISTORY table data is out of date.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: Location - 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 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 totals for the location over a specified period of time. 
  • 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
Location
The Location column displays the name of each practice location on each line of the report.  
5
Location Summary Details
Location Summary Details displays outstanding Accounts Receivable that are due from the insurance carrier 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 by Location can use this report to see all outstanding insurance balances that are due. This allows users to easily see, in a quick glance, the areas of work in your A/R that need to be addressed for individual locations.

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

Path: Reports Menu > A/R Aging Analysis > Location - 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.

This report allows users to view outstanding Accounts Receivable Insurance balances by Location.

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: Location - 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 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 totals for the location over a specified period of time. 
  • 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
Location
The Location column displays the name of each practice location on each line of the report.  
5
Location Summary Details
Location Summary Details displays outstanding Accounts Receivable that are due from the insurance carrier over specified periods of time (0 to 30, 31 to 60, etc).