Aging of Accounts Receivable Report  

This is a report of patients who have outstanding balances owed to the practice..  See Aging for an explanation of when aging gets run and how it's calculated. If a patient is on a Payment Plans, only the amount due is calculated.

In the Main Menu, click Reports.  In the Monthly section, click Aging of A/R.

The date will be filled in with the date of the most recent Aging calculation. If you change the date to be a historical date, all numbers should be accurate except for anticipated PPO writeoffs. 

To make the list smaller for collections purposes, you can select the age of the account, what to include/exclude, the billing type, and providers. To include patient numbers with the names in the report, in Reports Setup select "Show PatNum: Aging, OutstandingIns, ProcsNotBilled:".

To print an Accounts Receivable report (families with positive balances), select the following options:
Age of Account - Any Balance
Billing Types - All
Providers - All

To print a Total Practice Account Balance (all accounts regardless of balance), select the following options:
Age of Account - Any Balance
Negative Balances - Include negative balances
Billing Types - All
Providers - All

To get the Aging of A/R Report and Receivables Breakdown totals to match, see Receivables Breakdown Report.

When you are done, click OK to see the print preview.

From here you can print or export the report.