You can now generate aging reports as a period in time and access it anytime. This new aging report also provides great flexibility to generate and store it in the view that you prefer.

Steps to generate the new aging report:

Click on the Reports tab.

mceclip0.png

Click on Reports.

mceclip1.png

Select the Report Type as Aging Report.

mceclip2.png

Select the Date Type as Service Date or Batch Date.

mceclip4.png

Change the Date To and Date From if needed.

mceclip3.png

Click on Run Report.

mceclip5.png

mceclip6.png

When the report is generated, click on View Report to view the report.

mceclip7.png

mceclip9.png

The Toggle of the Aging report will be on the Insurance side by default. The Aging report will display the Insurance aging data.

mceclip8.png

Move the toggle to the Patients/Guarantors side. The Aging report will display the Patients/Guarantors aging data.

mceclip10.png

Click on the Group by responsible party checkbox.

The Summary will display the data according to each Insurance payer or Payer/Guarantor based on the toggle.

mceclip11.png

mceclip12.png

 

Click on the Columns tab to remove or add columns.

mceclip13.png

Click on the Filters tab to filter any column or use the filter icon under the column header to filter each column.

mceclip14.png

mceclip17.png

Drag and drop any column to group the aging data by that column.

mceclip15.png

Once the report is in the view that you prefer, favorites and default favorites can be set.

Click on the Favorites tab and add a favorite. Each favorite is specific to each tab/bucket.

mceclip18.png

Any favorite in a tab can be set as a default favorite for that tab.

Click on the Default checkbox to make any favorite a default favorite for that tab.

mceclip19.png

Click on Download CSV in the Summary section to download the data to CSV.

mceclip20.png

mceclip0.png

 

 

Click on Download CSV in the Details section to download the data to CSV.

mceclip1.png

 

 

Note: Aging report can be generated for any date range and can be viewed at anytime by clicking on the View Report button.

 

Still, need help?  Contact us!

Have a great idea?  Tell us about it!

Was this article helpful?
0 out of 0 found this helpful