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Aging Report

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Home PM CL WinPM Reports Aging Report

The Aging Report is an interactive report that may be used as a tool for collection on accounts and reporting the A/R total for the practice.

Filter Selection Tips

  • Posting Period: Entering a past Posting Period provides a snapshot of the point in time at which the Posting Period was closed. It excludes any subsequent Encounters, Payments, or Adjustments. Leave this field blank to obtain an up-to-date reporting of your Accounts Receivable.
  • Days Aged: Only Services with a status of (P)atient are aged on this report, although balances with statuses of (I)nsurance and (C)ollection are displayed as well. To include only accounts that have Patient balances, type a 1 in this field and select the greater than/equal to symbol.
  • Days Since Last Patient Payment: Entering a number of days since last Patient Payment and selecting the greater than/equal to symbol will exclude accounts that have had a Patient Payment within the number of days entered. For example, filtering for greater than/equal to 60 days will focus the report on Patients who have not made a payment in more than 60 days.
The Report

The default format/grouping is as shown below with Totals and Percentages indicated at the bottom of the report. It may be printed either in full detail or in summary (totals only). Double-clicking on any row drills down to the Patient Ledger.

Grouping Suggestions
  • Rendering Provider: Dragging the Rendering Provider heading into the left-most position in the Grouping area reports the practice’s Accounts Receivable divided up according to the Providers who performed the Services.
  • Billing Account Type: Dragging the Account Type heading into the left-most position in the Grouping area reports the practice’s Accounts Receivable divided up according to Billing Account Type.
  • Patient: Dragging the Patient heading (located after the Collection column) to the left-most position in the Grouping area and then clicking it to sort in descending order reveals the accounts with the highest Patient balance.
Additional Filtering Suggestions
  • Patient <0: Shows only accounts with negative Patient balances (credits).
  • Over 120>0; LastPtPymt <[date]: Shows accounts aged more than 120 days for which there has been no Patient Payment since the specified date.
  • Account Type=PP; Patient Balance>0; LastPtPymt<[date]: Shows accounts that are on a Payment Plan, have a balance, and have not received a Patient Payment since the specified date.

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