ROLE PRIVILEGES NEEDED: <udl-white>A/R Aging As Of Report<udl-white>

REPORTS | QUIZ

Go to A/R and choose "A/R Aging As Of Report" from the drop down menu.

To run the AR Aging As Of Report, select your agency from the drop down box <btn>   All        <btn>..

Your agency type from the drop down box <btn>   All         <btn>.....

Your Age By from the drop down box <btn>   Organization Standard    <btn>......</btn></btn>

Enter the "AR As Of Date" AR as of date or select the calendar icon <icon-calendar>xxx<icon-calendar>.</icon-calendar></icon-calendar>

REPORTS <returntomenu>menu ↑<returntomenu>

‍Organization Standard & Invoice Date Reports include the following:

A/R Invoice Summary <btn>   PDF   <btn> includes:

• Payer Category
• 0 to 30 days
• 31 to 60 days
• 61 to 90 days
• 91 to 120 days
• 121 to 150 days
• Over 150 days
• Total
• Summary

A/R Invoice Summary By Payer <btn>   PDF   <btn> includes:

• Payer Name
• 0 to 30 days
• 31 to 60 days
• 61 to 90 days
• 91 to 120 days
• 121 to 150 days
• Over 150 days
• Total
• Summary

Invoice List <btn>   PDF   <btn> includes:

• Patient Name
• Invoice #
• Current Payer
• From To Date
• Invoice Date
• Days Old
• Current Charges
• Current Expected
• Total Cash
• Last Remit
• Balance Status

A/R Aging As Of Report <btn>   Spreadsheet   <btn> includes:

• Patient Name
• Invoice #
• Current Payer
• From Date
• To Date
• Invoice Date
• Days Old
• Total Charges
• Total Expected
• Current Charges
• Current Expected
• Grosh Adjusted
• Total Cash
• Last Remit Date
• Balance
• Status
• Alternate Status
• Patient Birth Date
• Patient Identifier
• Payer Contact Phone
• Team
• Agency Name

A/R Aging As Of Report <btn>   Spreadsheet w/ Notes <btn> includes:

• Patient Name
• Invoice #
• Current Payer
• From Date
• To Date
• Invoice Date
• Days Old
• Total Charges
• Total Expected
• Current Charges
• Current Expected
• Gross Adjusted
• Total Cash
• Last Remit Date
• Balance
• Status
• Alternate Status
• Patient Birth Date
• Note Date
• Invoice Note Type Description
• Invoice Note Text
• Note Payer Name
• Invoice Type Code
• Patient Identifier
• Payer Contact Phone
• Team
• Agency Name

Click on "Export" to get a copy of your report.