Generating the Aged Claims Report

The Aged Claims Report lists balances (amounts owed to your practice) by age (30, 60, and 90 days) for the selected carrier, plan, location, and/or patient. You can select to calculate totals by carrier, by claim, or by location by carrier. You can also print the report for a single month or specify a date range. For detailed information on how to use the report filters and the data included on the report, go to Aged Claims Report.

1. Open Claim Management. If you're in Front Office, click Claim Management in the top menu bar and select Claim Management.

   Claim Management opens.

2. On the top menu bar, click Billing Reports and select Standard Reports.
3. Click Aged Claims Report.
4. Select the Report Type.
5. Select the Carrier, Plan, Location, and/or Patient you want to print.
6. Select the Aging Balance to set whether to include carrier balances, patient balances, or both.
7. Under Aged Date Filter, select By Month to select a month to print or select By Date to specify dates. You can enter a Cut Off Date, Last Deposit Date, and/or a range of Service Dates.
8. Click Generate Report.

   The report opens in a new window. For detailed information on the data included on the report, go to Aged Claims Report.

   If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

   

9. To export the report, perform one of the following steps:

   Click Export to PDF to open the report as a PDF file.

   Click Export to Excel to open the report as an Excel spreadsheet.