This report provides a detailed overview of outstanding balances for collections. It allows users to filter by payor, office, patient status, and other criteria to retrieve relevant financial data. The report helps streamline the collection process by consolidating necessary claim details into a single view. Users can review the information, adjust filters if needed, and take appropriate action based on the results.
Steps to Follow:
Step 1: Log in to the application.
Step 2: Navigate to: Reports >> Aged Accounts Receivable >> For Payor #.
Step 3: Select the report option: "A/R by Account No."
Step 4: Enter or adjust filters as needed:
- Bill to: Select "All" or specify a payor.
- First Patient #: Enter a starting patient number (if applicable).
- Last Patient #: Enter an ending patient number (if applicable).
- List Only Office: Select from the available options.
- Include Discharged Patients: Choose "Yes" or "No."
- Include Zero Balance Patients: Choose "Yes" or "No."
- Account Status: Select "All" or a specific status.
- Sort By: Choose "Patient Number."
Step 5: Click on "Review Result" to generate the report.
Step 6: Print the report by clicking the "Print" button.
If adjustments are needed, clear filters by clicking the "Clear" button and re-enter the required criteria.
This ensures a quick and streamlined way to access aged accounts receivable information for collections.
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