Financial Analytics: Insurance A/R Worklist

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Version 20.14

Path: Tools tab > Financial Analytics button > Insurance AR Worklist

Insurance A/R

Type of report: Bar-graph Displays: A vertical representation of Insurance A/R by aging bucket: 0-30, 31-60, 61-90, and Over 120. Drill-down:  Hovering over a specific bar displays the sum of the Insurance A/R in each bucket. Clicking on a specific bar populates the Worklist grid with the patient claims that contribute to that bucket. If you have a bar selected but want to change the view to see a Worklist of all Insurance A/R, click the clear filters button.

Worklist

Type of report: Worklist Displays: A list of claims with balances that contribute to the Insurance A/R aging bucket selected in the Insurance A/R panel of the window (if selected, see above). The following columns are included, and the column headers can be clicked to sort the information. The claim number, listed in the Claim Number column, is clickable and takes you directly to the Claims section of the patient's chart.

Version 20.13

Path: Tools tab > Financial Dashboards button > Insurance AR Worklist

Insurance A/R

Type of report: Bar-graph Displays: A vertical representation of Insurance A/R by aging bucket: 0-30, 31-60, 61-90, and Over 120. Drill-down:  Hovering over a specific bar displays the sum of the Insurance A/R in each bucket. Clicking on a specific bar populates the Worklist grid with the patient claims that contribute to that bucket. If you have a bar selected but want to change the view to see a Worklist of all Insurance A/R, click the clear filters button.

Worklist

Type of report: Worklist Displays: A list of claims whose balances contribute to the A/R aging bucket selected in the Insurance A/R panel of the window, if selected (see above). The following columns are included, and the column headers can be clicked to sort the information: