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Aging Report

 

 

Reports > Financial Reports > Aging Report

 

This is an excellent report to use for collections because it allows you to see which balances have aged less than 30, 31-60, 61-90, 91-120, 121-150 and over 150 days; so that you have the option to work on collecting older balance first.

Billing Doctor: Select the doctor by using the lookup folder or type ALL to pull the report for all doctors in your practice.

Treating Doctor: Select the doctor by using the lookup folder or type ALL to pull the report for all doctors in your practice.

Type of Balance: Report allows you to run aging by either Patient or Insurance Balances.

Sort Report Data By: You can sort your report in order by DOS [Date of Service], Entry date, Responsibility, Name, Ins Balance or Patient Balance.

NOTE: All balances will show on this report. The sort options arrange the report in different orders. Therefore, if you select insurance balance as your sort; you will still see patient balances. However, the insurance balances will be grouped in order by the carrier name.

Age According to: Select the aging criteria

Patient Aging =

Insurance Aging =

 

NOTE: Payment plans and COT’s are always aged based on due date.

Include Credits: Click this option if you wish to include credit balances on your report.

Age By: You can age the account balances by Visit Date, Treatment Start Date or Last Payment Due Date.

Click Go to generate the report.

Reports > Financial Reports > Aging Report > Sample Report Format