Aged Claims Report (GB106)

When you select a carrier, the report will print information for all claims associated with that carrier. If you do not select a carrier, and leave the field blank, the report will be generated for all carriers.

If you selected a carrier: the Select Plan drop-down list shows only plans associated with that carrier. If you do not select a plan, and leave the field blank, the report will be generated for all the carrier's plans.

If you did not select a carrier: the Select Plan drop-down list shows all the plans in your system, for all carriers. Leave the field blank to generate the report for all plans. If you select a plan from the list, the Select Carrier field automatically updates with the associated carrier.

All offices in your company are listed in the Select Location drop-down list and are selected by default. Deselect any offices you do not want to include on the report.

When you select a patient, the report will print information for claims associated with that patient. If you leave the field blank, the report will include all patients with claims that match the other filter criteria.

Select how you want to view the report totals.

• By Location By Carrier: Shows outstanding balances listed by carrier and grouped by office.
• By Carrier: Shows outstanding balances listed by carrier.
• By Claim: Shows outstanding balances listed by claim.

To filter what types of claims are included in the report, select one of the following options from the Select Aging Type drop-down list:

• All: Includes all claims with carrier and patient outstanding balances
• Carrier Only: Includes claims with outstanding carrier balances only (Ready to Bill or Billed status).
• Patient Only: Includes claims with outstanding patient balances only (Ready to Bill Patient or Billed to Patient status).

To set a specific time frame for the report, select one of the following options.

Select Dates

Select this option to enter date ranges to print. Allows you to select dates from the Cut Off Date, Last Deposit Date, and From/To Service Date fields.

• Cut Off Date: Transactions completed up to this date are included on the report. Transactions after this date are excluded. This field defaults to the current date.

• Last Deposit Date: Deposits made up to this date are included on the report. Deposits after this date are excluded. This field defaults to the current date. ERA payments are included only if they have posted.

• From Service Date: Claims with service dates on or after the date you enter are included on the report. Leave this field blank to include all claims in your claim history (no start date filter).

• To Service Date: Claims with Service Dates up to this date are included on the report. Claims with Service Dates after this date are excluded. This field defaults to the current date.

Billing Month

Allows you to select a billing month. This field defaults to the current month but you can change it.

The way the Billing Month filter is applied depends on the available Month Close data that is available:

• If Month Close data is available for both the selected month and the prior month, the range is set from the prior month's close date to the selected month's close date, and only transactions linked to the selected month’s close are included. The CloseId will be for the selected month.

  Example: August is selected for Billing Month. July’s Month Close was run on August 2. August’s Month Close was run on September 2. The From Transaction Date will be set to August 2 and the To Transaction Date will be set to September 2. CloseId will be for August.

• If either Month Close is missing, the range is set to the selected calendar month, and the CloseID is not considered.

  Example: August is selected for Billing Month. No month close was run for August. From Transaction Date will be set to August 1 and the To Transaction Date will be set to August 31.