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.