Financial Analytics: Patient A/R Worklist

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Version 20.14

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

Patient A/R

Type of report: Bar-graph Displays: A vertical representation of Patient 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 Patient 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 Patient A/R, click the clear filters button.

Worklist

Type of report: Worklist Displays: A list of patients whose patient balances contribute to the A/R aging bucket selected in the Patient 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:

Version 20.13

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

Patient A/R

Type of report: Bar-graph Displays: A vertical representation of Patient 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 Patient 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 Patient A/R, click the clear filters button.

Worklist

Type of report: Worklist Displays: A list of patients whose patient balances contribute to the A/R aging bucket selected in the Patient 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: