Report Criteria

Description

Detail versus Summary

If the Detail option is selected, the report will show the insurance and patient balances for each account or responsible party. If the Summary option is selected, the report will only show total balances.

Responsible Party Range

Reports can be focused on a group of responsible parties, defined by last name, and managed alphabetically. By default, reports include all responsible parties whose last name falls within the range of AAAAA to ZZZZZ –in other words, all responsible parties. That range may be adjusted if required.

Type an alternate beginning and/or ending string. For example, a large practice might focus on the first half of the alphabet on one day and the second half another day. To accomplish this, replace ZZZZZ with LZZZZZ for the first round and on the second round, replace the beginning range with MAAAA and the ending range with ZZZZZ.

A Search button allows a user to locate a specific name rather than using the character string, though few practices use this tool.

Report Date

The “as of” date. The age of the balances and the markers for 30, 60, 90, and 120 days are calculated based on this date–which defaults to the current date, but can be adjusted.

The insurance and patient due amount is based on the payments allocated to the charges as of the report date. The oldest aged patient balances will be reduced by any payments that were entered but unapplied as of the report date.

If any payments or credits were entered in the office(s) after the report date they are not part of the balances shown. However, the Lst Pay Date and Lst Pay Amount fields will reflect recent patient payment regardless of the report date.

Provider

Specific preferred providers may be included or excluded from reports. Place a checkmark beside the providers to be included, or place the checkmark beside ALL to run the report for all providers in the current office.

Note: The group version of the report, Aging by Provider by Home Office – Detail divides accounts by provider. An account will appear within a provider sub-group based on the provider that performed the aged service.

Exclude Responsible Party Type

Responsible party types describe or categorize responsible parties in a way that is useful to the practice. Specific responsible party types may be excluded from reports. Place a checkmark beside the types that should notbe included.

Account Balance Over

Reports can be limited to including accounts that have more than a specific balance. Set this limit by typing the minimum balance. For example, if the Account Balance Over is set to $5, accounts with a balance over $5 will appear in the report, while those accounts with a balance of $5 or under would not.

Credit balances are not affected by this amount; they will only appear if specified in one of the other report criteria fields.

Show only Credit Balances

Limit the report to only those accounts with a credit (negative) balance. Selecting this option, will limit some of the other report options.

Aging

Reports can be focused on accounts with balances of a specific age using the aging checkboxes. Place checkmarks beside the aging groups that should appear within the report. If any portion of the account’s balance is in a selected aging category, the entire account balance will be included.

Include Credit Balances

Select this checkbox to include accounts with a credit balance.

Exclude patients sent to collection

Select this checkbox to exclude accounts that are already in the collection process from the report. Accounts are considered “Sent to Collection” when the Sent to Collection checkbox is selected in the Responsible Party window. Please note that this is not the same as using a Collections Responsible Party Type.

Sort

Set the order in which the accounts will be listed on the Aging Report.

Responsible Party Lastname (Resp. Party): The last and first name of the responsible party associated with the account.

Responsible Party ID (Resp. ID): The ID # set by QSIDental Web to identify the responsible party associated with the account.