Report Title

Description

Aging – Detail

Account balances for the current office aged.

Aging – Summary

Total aged A/R for the current office with percentage in each aging bucket.

Aging by Provider – Detail

Account balances for the current office aged, grouped, and subtotaled by provider. An account will appear within a provider sub-group based on the selection of the “preferred provider” for the first member under the responsible party.

Aging by Provider – Summary

Total aged A/R for the current office subtotaled by provider with percentage in each aging bucket by provider. An account’s balance will be included within the provider sub-group based on the selection of the “preferred provider” for the first member under the responsible party.

Note: Only the total A/R for each provider is broken down between insurance and patient (each aging bucket only shows the total).

Aging by Home Office

Entire account balances aged for accounts with the current office as the preferred office.

Note: Charges from other offices on the account are included. All other reports only show balance for charges that are in the current office.

Aging with Rem. Contract Bal

Aging – Detail report with additional columns to include contract and ortho contract balances.

Notes:

The criteria to include the account on the report is the same as the Aging – Detail report. If the account does not have a balance other than a contract balance, the account will not be included.

The contract balance is the current balance regardless of the report date.

Aging with Rem. Contract Bal by Home Office

Aging by Home Office report with additional columns to include contract and ortho contract balances.

Notes:

The criteria to include the account on the report is the same as the Aging by Home Office report. If the account does not have a balance other than a contract balance, the account will not be included.

The contract balance is the current balance regardless of the report date.