The "AGED AR REPORT BY NAME" or “EXPECTED AGED AR REPORT BY NAME” report helps you track overdue payments by categorizing outstanding receivables based on their aging period. This report can now be generated by filtering data according to the Patient Name.
Step 1: Log into the Apollo Dashboard
Start by logging into your Apollo Dashboard using your credentials.
Step 2: Navigate to the Reports Section
Once logged in, navigate to the "Reports" section on the dashboard. Within this section, select the “For Patient Name” option under the "Aged Accounts Receivable" category.
Step 3: Access the “For Patient Name” Page
After selecting “For Patient Name,” 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 Patient Name" or "Expected A/R By Patient Name." These filters allow you to focus on specific patient names or expected account receivables, refining the report data according to your needs.
Step 5: Generate the Report
Once the desired filters are applied, click the "Print Report" button to generate the report. This action 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 NAME" or “EXPECTED AGED AR REPORT BY NAME,” depending on the selected report type. It will contain various details related to the patients, including:
- 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 effectively manage and track overdue payments by patient name.
0 Comments