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Aging reports for individual offices are accessed from the Management category of the Reports menu and apply to the currently selected office only. The provider breakdown is based on the selection of the “preferred provider” for the first member patient under the responsible party.
Aging reports for multiple offices are accessed from the Groups category of the Report menu and analyze the accounts receivable (A/R) for the entire practice by home office or provider balances (provider that performed the service).
With multiple report options, it can be challenging to choose the right report for the circumstance.
To examine the financial health of a single office, focus on summary reports. The Aging – Summary report will show balances due only for work done in the current office.
When identifying accounts that need to be contacted because of outstanding balances, most practices with multiple offices want consolidated information for the account. Use the Aging by Home Office report to display the balance from all offices and doctors under the responsible party as long as the responsible party’s home office is the current office. If payment contracts are in place, the Aging with Rem. Contract Bal by Home Office report will display those contract balances.
When identifying those delinquent accounts, a single office practice, might prefer to focus on a subset of accounts using the Aging by Provider reports so each account appears only once under the preferred provider.
Group Reports are used for analysis and are rarely needed to single out an account.