Lists outstanding balances by patients and insurance carrier.
Insurance Aging Report
Lists outstanding claims and balances by insurance carrier.
Filters
Select Payer: Select “All” or specific carrier
Select Branch: Select “All” or specific branch within practice
Insurance Type: Select both, primary or secondary
Select Provider: Select “All” or specific provider
Date Range Search: Select “All” or a date range (0-30, 31-60, 61-90, 91+)
Create Report: Will generate a report for the filters you selected.
The Report will include Carrier, Patient Name, DOB, Claim #, Submission Date, Insured’s ID #, Policy #, DOS, Procedure Codes and Total Balance.
Patient Aging
This Report shows which patients have balances and any unapplied payments in their accounts.
Filters
Select Patient: Select “All” or specific patient
Select Branch: Select “All” or specific branch within practice
Select Provider: Select “All” or specific provider
Date Range Search: Select “All” or a date range (0-30, 31-60, 61-90, 91+)
Create report will generate a report of the filters you selected.
The report will contain: Patient’s name, date of birth, balances and unapplied payments (unapplied adjustment).
This is a great report to run before you write bulk statements.