These reports list the responsible parties who have accounts receivable activity during specific periods of time. These are excellent reports for collection purposes.

You can limit the responsible parties who print on these reports by last name and account type. Further, you can limit the activity that prints on these reports to that which has occurred during a specific time period or during all aging periods before or after the start of a specific aging period. You can base the reports on either family-responsible activity or insurance-responsible activity. Lastly, you can exclude from the reports responsible parties who have made a payment after a specific date or whose outstanding balance is below a specific amount.

The A/R Complete Report is the most comprehensive listing of accounts receivable activity. It calculates to the day the age of all open transactions for a range of responsible parties. It then compares the current reponsible party balances with the calculated account balances and reports account discrepencies if any are found. This report enables you to review detail for each open service associated with an account - an excellent collection tool!

Report Options
* Include or exclude accounts with zero balances
* Give totals for each patient or one total for the entire practice
* List all charges in each aging category (details) or totals only (summary)

The Insurance Aging by Carrier report tracks the patient’s outstanding insurance responsibility charges that have been submitted to carriers. Totals are printed by patient and carrier. This report allows you to monitor the total outstanding balance that has been submitted to each carrier (or just the outstanding insurance-responsible balance).

The Insurance Aging by Patient report tracks the patient’s outstanding insurance responsibility charges for each carrier and presents them in patient order. For each patient, transactions are sorted by carrier code. Totals are printed by patient and carrier. This report ages the transactions as it is generated for up-to-the-minute figures.

The financial class A/R summary report monitors the accounts receivable activity for each financial class in your practice. It lists A/R by the financial class in current, 30, 60, 90, and 120-day aging categories, in addition to reporting the total suspended dollars and the total A/R. A practice total for all financial classes is given at the end of the report.

The Practice A/R Summary report tracks the accounts receivable activity for each group in your practice. It can be used to monitor and compare group productivity and profitability. This report lists group A/R in current, 30, 60, 90, and 120-day aging categories, in addition to reporting the total suspended dollars and the total A/R. A practice total for all groups is given at the end of the report.

The Provider A/R Summary report tracks the accounts receivable activity for each provider. It can be used to monitor the productivity and profitability of providers in your practice. This report lists group A/R in current, 30, 60, 90, and 120-day aging categories, in addition to reporting the total suspended dollars and the total A/R. A practice total for all providers is given at the end of the report.

The non-billed charges report lists both held insurance charges as well as charges that have not yet had a claim generated. It can be used to determine the amount of unbilled charges to insurance carriers that you have in your system, and find accounts that may have been set up incorrectly. This allows you to correct the information so charges can be billed and collected in a timely fashion.