Creating and Printing Custom Aging Reports

Open the Reports & Statements window and click the Custom tab. For more information on opening this window, go to Opening the Reports & Statements Window.
Select Aging Reports from the Report Name list and click Open.
The Patient and Insurance Aging Reports window opens.

To open previously saved report settings, see Loading Saved Custom Report Settings and proceed to step 13.

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.
Select the level of detail that you want to display in the report from the Report Detail drop-down menu.
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.
Type or select the minimum number of days overdue to report in the Minimum Days Outstanding box.
Select a date from the Exclude Before box to add a period start date. By default, the period start date is 01/01/2000.
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 4, 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 3, 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.
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.
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.
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.
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.
To save the report settings for future use, see Saving Custom Report Settings.