Version 21.3
When to Use this Report
Use this report to display the practice's Patient Accounts Receivable by Insurance Payer.
About A/R Aging Analysis- Insurance: Patient A/R
Path: Tools > Reporting > A/R Aging Analysis > Insurance: Patient A/R
This report allows users to view outstanding Accounts Receivable by Insurance Payer and Patient 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.
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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a balance in a date range bucket that is different from the top row bucket, then the AR_AGING_HISTORY table data is out of date.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: Patient A/R
Hover over each of the Summary Tiles, to see specific data. For instructions on how to drill down and expand that information from the Summary Tiles, please see the Drill Down section of the Data Element Tutorial.
Payer Columns and Summary Tiles
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Number |
Section | Description |
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1
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Summary Details | The Summary Details display the total outstanding insurance balances due from the payers over specified periods of time (0 to 30, 31 to 60, etc).
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a
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Insurance Carrier
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The Insurance Carrier column indicates the name of the insurance carrier for each line of the report.
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b
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Insurance Carrier A/R Details | The Insurance Carrier A/R Details columns display the outstanding insurance balances due from each payer over specified periods of time (0 to 30, 31 to 60, etc).
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c
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Sum of Total A/R | The Sum of Total A/R column shows the total of the outstanding balances due from each payer. |
Patient Columns
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Number |
Section | Description |
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d
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Patient
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The Patient column displays the patient's first and last name and the patient identifier for the indicated transaction.
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e
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Patient A/R Details
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The Patient A/R Details columns display the outstanding insurance balances due from each payer for that patient over specified periods of time (0 to 30, 31 to 60, etc).
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f
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Total A/R | The Total A/R column shows the total of the outstanding balances due from each payer for that patient.
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