Version 21.3
Path: Tools tab > Reporting button > Financial Analytics > Patient A/R Summary & Worklist
When to Use this Report
Use this dashboard to work your outstanding patient A/R. You can view your patient A/R by bucket and drill down into the worklist to view the specific patients/claims with the outstanding balance.
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Note: This dashboard is based on the Patient Responsibility Age, and not the Date of Service. Therefore this data will not match the Patient A/R in the Billing Center > Overview > A/R Summary tab since that pulls data based on the Date of Service. |
About Patient A/R Summary & Worklist
Patient A/R Summary Filters
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Number |
Section | Description |
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1
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Provider | Use this filter to select a provider(s) associated patients with outstanding balances. |
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2
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Location | Use this filter to select the Location(s) of the patients with outstanding balances. |
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3
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Bucket | Use this filter to select the A/R Aging bucket you wish to view. |
Patient A/R Summary Overview
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Patient Balance by Aging Bucket
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| Type of report: Bar Graph
Displays: This shows the patient balance in the aging buckets based on date it became the patient responsibility. Details:
• Balance: The dollar amount of the combined patient balances.
• Bucket: The A/R Aging bucket that the patient balance falls into.
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Patient Balance by Rendering and Claim Summary
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| Type of report: Bar Graph
Displays: This shows the patient balance by rendering provider and the total claim count. Details:
• Balance: The dollar amount of the patient balance.
• Rendering Provider: The name of the rendering provider for that patient balance.
• Total Claims: The number of total claims for each rendering provider. |
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Patient Balance by CPT Category, Patient Count, and Claim Summary
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| Type of report: Map
Displays: This shows the patient balance by CPT Category, the total claims and total patient count. Details:
• CPT Category: Click the CPT Category button to view the balance per CPT Category, with the total number of claims for each category.
• CPT Code: Click the CPT Code button to view the balance per specific CPT Code, with the total number of claims for each code.
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Patient A/R Worklist Overview
This shows the patient details for the outstanding patient balances. To access, click the Worklist button at the top right of the Patient A/R Summary dashboard.
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Number |
Section | Description |
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1
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Provider | Use this filter to select a provider(s) and view their patients with outstanding balances.
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2
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Location | Use this filter to select a location(s) and view those patients with outstanding balances.
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3
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Claim # | Use this filter to select a Claim number with an outstanding balance. |
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4
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Patient # | Use this filter to select a Patient number with an outstanding balance. |
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5
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Bucket | Use this filter to select the A/R Aging bucket you wish to view.
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a
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Date of Service | The Date of Service column displays the date of service for the associated balance. |
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b
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Claim # | The Claim # column displays the Claim number for the claim with an outstanding balance. These are grouped and you can expand/minimize the claim number to see all of the outstanding balances associated with it. |
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c
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Patient | The Patient column displays the full name of the patient associated with the outstanding balance.
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d
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Patient Responsibility Date | The Patient Responsibility Date column displays the date of the associated balance. This date is what the Patient Responsibility Age is based on. |
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e
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Balance | The Balance column displays the outstanding patient balance for the indicated claim. |
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f
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Rendering Provider | The Rendering Provider column displays the provider who rendered the service associated with the claim.
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g
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Billing Provider | The Billing Provider column displays the provider with Billing Credentials that billed for the service. |
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h
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Location | The Location column displays the location for the appointment. This is useful for practices that have multiple locations.
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i
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CPT Code | The CPT code column lists the medical code for the visit on the date of service.
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j
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CPT Category | The CPT Category column lists the category for the medical code (CPT) for the visit on the date of service.
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k
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Claim Note | The Claim Note column displays any claim notes associated with the claim. |
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other
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Bucket | The Bucket column displays A/R Aging bucket the balance is currently in (0-30, 31-60, etc). |
