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Report Column |
Data Source |
Corroborating Report/Info |
Responsible Party |
Responsible Party ID and full name All applicable phone numbers for the responsible party |
Responsible Party section of the Patient Overview window |
Type |
Responsible party type |
Responsible Party section of the Patient Overview window |
Lst Pay Date |
Date of last patient payment received regardless of office, even if it’s after the report date. |
Responsible Party Ledger Patient Overview window: Last Pat. Pay Date |
Lst Pay Amount |
Amount of last patient payment received regardless of office, even if it’s outside of the date range. |
Responsible Party Ledger Patient Overview window: Last Pat. Pay |
Lst Stmt Date |
Date of last statement, even if it is outside of the date range. |
Patient Overview window: Last Statement Date |
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Description of the A/R type by aging bucket: Remaining due as of the report date based on how payments were allocated at that time. Blank: Total A/R Ins: Insurance balance as of the report date Pat: Patient portion of A/R reduced by any unapplied payments and adjustments that existed on the report date using FIFO calculation (reduce oldest first) |
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Current |
Total A/R for charges/production adjustments posted within 30 days of the end date of the report. |
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Over 30 |
Total A/R for charges/production adjustments posted 31-60 days prior to the end date of the report. |
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Over 60 |
Total A/R for charges/production adjustments posted 61-90 days prior to the end date of the report. |
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Over 90 |
Total A/R for charges/production adjustments posted 91-120 days prior to the end date of the report. |
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Over 120 |
Total A/R for charges/production adjustments posted more than 120 days prior to the end date of the report. |
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Total Bal. |
Total Balance (sum of all the aging buckets) |
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Following information only included in specified reports. |
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Reg Cont. Rem. Amt. |
Total remaining amount due from all contracts on the account regardless of office. |
Patient Overview: Regular Payment Plan Agreement: Rem. Total Amt |
Ort Cont. Rem Amt. Pat |
Total remaining patient portion due from all ortho contracts on the account regardless of office. |
Patient Overview: Ortho Payment Plan Agreement: Rem. Total Amt |
Ort Cont. Rem Amt. Ins |
Total remaining insurance portion due from all ortho contracts on the account regardless of office. |
Patient Overview: Ortho Payment Plan – Detail: Insurance Rem Amount |