Version 21.3
Path: Tools tab > Reporting button > Financial Analytics > Insurance A/R Summary
When to Use this Report
Use this dashboard to view outstanding Insurance A/R and work the outstanding claims from the worklist. You can see your providers and payers with the highest outstanding A/R. This dashboard looks to only outstanding A/R with an insurance company and excludes claims with a Self-Pay payer.
About Insurance A/R Summary & Worklist
Insurance A/R Summary Filters
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Number |
Section | Description |
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1
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Payer | Use this filter to select the payer(s) you wish to search by. |
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2
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Rendering Provider | Use this filter to select a provider(s) who performed the service with an outstanding balance. |
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3
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Location | Use this filter to select the Location(s) of the patients with outstanding balances. |
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4
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Bucket | Use this filter to select the A/R Aging bucket you wish to view. |
Insurance A/R Summary Overview
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Insurance Balance by Aging Bucket
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| Type of report: Bar Graph
Displays: This shows the outstanding Insurance A/R by age (0-30 days, 31-60, 61-90, 90-120, 120+). Details:
• Balance: The dollar amount of the combined insurance balances.
• Bucket: The A/R Aging bucket that the insurance balance falls into.
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Balance by Rendering Provider
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| Type of report: Bar Graph
Displays: A quick look at which provider has the most outstanding Insurance A/R and their claim count. Details:
• Balance: The dollar amount of the insurance balance.
• Rendering Provider: The name of the rendering provider for that insurance balance.
• Total Claims: The number of total claims for each rendering provider. |
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| Balance by Payer | Balance by CPT Category |
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Type of report: Bar-graph Displays: A look at the top 10 payers with the most outstanding A/R, including data points for Total Claims for each payer.
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Type of report: Bar-Graph Displays: A look at the outstanding Insurance A/R based on CPT Category, including data points for Total Claims for each CPT Category. |
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Insurance A/R Worklist Filters
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Number |
Section | Description |
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1
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Payer | Use this filter to select the payer(s) you wish to search by. |
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2
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Rendering Provider | Use this filter to select a provider(s) who performed the service with an outstanding balance. |
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3
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Location | Use this filter to select the Location(s) of the patients with outstanding balances. |
Insurance A/R Worklist
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Insurance A/R Worklist: Patient Details
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| Type of report: Bar Graph
Displays: A worklist of all patient claims with outstanding A/R. Details:
• Filter by Claim number, Patient number, and/or Aging Bucket.
• Summary: Shows the total patient balance based on the filters selected.
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