Creating and Printing Custom Aging Reports

1. Open the Reports & Statements window. For more information on opening this window, go to Opening the Reports & Statements Window.
2. Click the Custom tab.
3. Select Aging Reports from the Report Name list.
4. Click Open.

   The Patient and Insurance Aging Reports window opens.

5. To open previously saved report settings, go to Loading Saved Custom Report Settings, and then skip to step 17.
6. Select a report from the Report Type drop-down menu.
   • Accounts Receivable Report. Lists the balances due at the Period End date with additional patient and insurance information.
   • Aged A/R Report 30-60-90-120+. Lists the aged accounts receivable and, optionally, the unapplied amounts.
7. Select the level of detail that you want to display in the report from the Report Detail drop-down menu.
8. Type or select a date from the Period End Date.

   If you choose a date earlier than the current date, this report may not match earlier reports printed using this date. Any unapplied amounts applied after the last report printing may not be listed on the most current report.

9. Type or select the minimum number of days overdue to report in the Minimum Days Outstanding box.
10. Select a date from the Exclude Before box to add a period start date. By default, the period start date is 01/01/2000.
11. Refine the report results by selecting the report options, as needed:
    1. Click the Report Options tab.
    2. Select the Patient Balances check box to include patient balances. Enter a last name (or part of a last name) in the Last Name From and Through fields to refine your report results, as needed. Alternatively, you may also enter a patient number in the Last Name From field.
    3. Select the Insurance Balances check box to include insurance balances. Select an insurance carrier and plan from the Insurance Name and Insurance Plan drop-down menus to refine your report results, as needed. Select the Show Patient Insurance Details check box to include the insured ID and claim date. If you selected the patient or fee slip detail level in step 7, selecting the Show Patient Insurance Details check box will additionally include the guarantor birth date, day phone number, and last payment date.
    4. Select the Fee Slip Balances check box to display balances due from fee slip charges.
    5. Select the Unapplied Deposits check box to display unapplied amounts. Unapplied deposits are the net of the patient deposits less the deposits applied to open charges.
    6. If you previously selected the Accounts Receivable report in step 6 and the patient, fee slip, or fee slip line item level of report detail in step 7, select the Patient Notes, Patient Alerts, ‘In Collection’ Indicator, and ‘Cash Only’ Indicator check boxes to report additional information, as needed.
    7. Select the Age by Transfer from Insurance Date check box to use the date the balance was transferred from the insurance to the patient to determine the age of the balance rather than the fee slip date.
12. Refine the report results by selecting the regions you want to include, as needed:
    1. Click the Regions tab.
    2. Select only the regions that you want to include in the report in the Selected box.

       To select more than one region, press and hold the Ctrl key and then select multiple regions.

    3. Click the left single arrow (<) to move a region to the Available box, and therefore, exclude the region from the report.
    4. Click one of the double arrows (<< or >>) to move all the regions from one box to another.
13. Refine the report results by selecting the locations you want to include, as needed:
    1. Click the Locations tab.
    2. Select only the locations that you want to include in the report in the Selected box.

       To select more than one location, press and hold the Ctrl key and then select multiple locations.

    3. Click the single left arrow (<) to move a location to the Available box, and therefore, exclude the location from the report.
    4. Click one of the double arrows (<< or >>) to move all the locations from one box to another.
14. Refine the report results by selecting the providers you want to include, as needed:
    1. Click the Providers tab.
    2. Select only the providers or staff members that you want to include in the report in the Selected box.

       To select more than one provider, press and hold the Ctrl key and then select multiple providers.

    3. Click the single left arrow (<) to move a provider to the Available box, and therefore, exclude the provider from the report.
    4. Click one of the double arrows (<< or >>) to move all the providers from one box to another.
15. Select the Report Grouping check boxes to sort the report results into groups, as needed. You can select any number of the check boxes that are available. Not all check boxes are available for all reports.
16. If you want to save the report settings for future use, go to Saving Custom Report Settings.
17. To print the report, chart, or graph, perform the following steps:
    1. Select the Printer check box.
    2. Select a printer from the drop-down menu.
    3. Click Process.

       The Report Viewer window opens and displays a preview of the report, chart, or graph.

    4. Click the Print Report icon.
    5. Close the Report Viewer window when finished.

    For more information about the Report Viewer window, go to Using the Report Viewer Window.

18. To export the data into a CSV file, perform the following steps:
    1. Select the CSV File check box.
    2. Type a folder location in the Folder text box.
    3. Type a name for the file in the File Name text box.
    4. Click Process.
    5. Click View File to view the data in the CSV format.