The "AGED AR REPORT BY NO" or “Expected A/R By Account” report allows you to track overdue payments by categorizing outstanding receivables based on their aging period. You can now generate this report by filtering it according to the Patient Number.
Step 1: Log into the Apollo Dashboard
Start by logging into your Apollo Dashboard using your credentials.
Step 2: Navigate to the Reports Section
After logging in, navigate to the "Reports" section on the dashboard. Within the Reports section, choose the “For Patient” option under the "Aged Accounts Receivable" category.
Step 3: Access the “For Patient” Page
Once you select “For Patient,” the corresponding page will open. This page provides options to filter and generate reports related to patient accounts receivable.
Step 4: Apply Filters
To narrow down the data, apply filters such as "A/R By Account Number" or "Expected A/R By Account." These filters allow you to focus on specific account numbers or expected receivables, helping you refine the report data according to your needs.
Step 5: Generate the Report
After applying the desired filters, click on the "Print Report" button to generate the report. This will create a report based on the filters you've selected.
Step 6: View the Generated Report
The generated report will be titled either "AGED AR REPORT BY NO" or “EXPECTED AGED AR REPORT BY NO,” depending on the selected report type. The report will include various details related to patients, such as:
- Patient Number (Patient #): The unique identifier for each patient.
- Patient Name: The name of the patient.
- Current: The current outstanding balance.
- 31-60 Days: The balance overdue for 31-60 days.
- 61-90 Days: The balance overdue for 61-90 days.
- 91-120 Days: The balance overdue for 91-120 days.
- 121+ Days: The balance overdue for more than 121 days.
- Total Balance: The total outstanding balance.
This report provides a comprehensive overview of aged receivables, helping you manage and track overdue payments effectively.
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