Aged Claims Report (GB106)

Select how you want to view the report totals.

• By Location By Carrier: The report is sorted by Location and then filtered by Carrier. It displays the following fields: Location, Carrier, and Outstanding Balances.
• By Carrier: The report is sorted by Carrier and displays each carrier’s name along with the corresponding outstanding balances
• By Claim: The report is sorted by Location, then filtered by Carrier, and finally by the most recent date range selected. It displays the following fields: Service Date, Claim ID, Patient Name, Plan Name, and Outstanding Balances

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.

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 carrier receivables and patient balances.
• Carrier Only: Includes only outstanding insurance claim receivables (Ready to Bill or Billed status).
• Patient Only: Includes only outstanding patient balances (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: If no date is selected, the report uses today’s date. When a cut‑off date is chosen, it shows outstanding insurance or patient receivables as of that date. Only claims with balances, valid service dates, matching aging type, and activity on or before the cut‑off date are included. Fully paid, prepaid, future‑dated, mismatched, or post‑date activity is excluded.

• Last Deposit Date: If no Last Deposit Date is selected, the report defaults to today’s date. When a Last Deposit Date is selected, the report includes all funds deposited on or before that date.

  ERA payments appear on the report only after they have been fully posted. ERA payments that are still in a posting or pending status will not be included.

• From Service Date: Filters claims based on the service date. Claims with a service date before your From Service Date selection will be excluded from the report. If no date range is entered, the system automatically defaults to the earliest service date on record for any claim.

• To Service Date: Filters claims based on the service date. Claims with a service date after your To Service Date selection will be excluded from the report. If no service date range is entered, the To Service date defaults to the Billing Deposit Date, which is the last day of the calendar month.

Billing Month

If you are using General Ledger, the billing month spans from the prior month’s close through the current month’s close. If you are not using General Ledger, the billing month aligns with the selected calendar month.