Insurance Aging Report

The purpose of the Insurance Aging Report is to follow up outstanding insurance balances. Items on the report are aged based on the date the claim was generated for the Insurance Plan (includes primary and secondary insurance). It also shows items flagged for review (Status X).

The Report

This report does not have a Filter Selection screen, but all of the filtering, grouping, and sorting tools are available once the report is opened. Expanding an Insurance Plan row reveals the individual Services. Clicking on the Patient ID brings up the Patient record. Clicking on the Encounter ID brings up the Encounter in which the Service occurs.

Grouping Suggestions

• Insurance Plan Group: Provides totals for entire Insurance Plan Groups, further subdivided into the individual Insurance Plans when expanded.
• Age: Grouping by age and then sorting in descending order shows the oldest balances first.

Filtering/Sorting Suggestions

• Review>0: Shows only the Services that have a balance in Review status.
• Over 120>0: Shows only the Services with balances over 120 days old.
• Balance (descending): Sorting the Balance column in descending order shows the highest balances first.