Generating the Monthly Aged Balancing Report

The Monthly Aged Balancing Report lists beginning Accounts Receivable balance, Net Billed amount, payment amounts, refunds, write-offs, and the ending Accounts Receivable balance. For information on using this report to reconcile your monthly transactions, go to Understanding Key Financial Reports in Eyefinity Practice Management

  1. Click Claim Management and select Claim Management.
  2. Click Billing Reports.
  3. Click Monthly Aged Balancing Report.
  4. Select one or more Location to print.
  5. Select Billing Month to select a month to print or select Select Dates to specify a date range.
  6. Click Generate.

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

  7. 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