This report helps track overdue payments by categorizing outstanding receivables based on their aging period. It provides an overview of unpaid invoices for patients, grouped by the length of time they’ve been outstanding. You can also filter this report by Patient Number for more precise results. Follow these steps to generate the report:
Step 1: Log into the Apollo Dashboard
Start by logging into your Apollo Dashboard using your username and password. Make sure you have the necessary permissions to access financial reports.
Step 2: Navigate to the Reports Section
Once logged in, locate the "Reports" section on the Apollo Dashboard’s navigation menu. In the "Reports" section, find the "Aged Accounts Receivable" category and select the “For Clinician” option to proceed.
Step 3: Access the “For Clinician” Page
After selecting “For Clinician,” you will be taken to the corresponding page, where you can generate reports related to clinicians. This page contains options that allow you to specify the data you want to focus on.
Step 4: Apply Filters
To customize your report, apply filters like "A/R By Clinician" or "Expected A/R By Clinician." These filters will help you target specific clinicians or patient accounts, refining the report data based on your requirements. You can also filter the report using Patient Numbers for even more precise tracking.
Step 5: Generate the Report
Once you've applied your desired filters, click the "Print Report" button. This will generate a report based on the parameters you've set.
Step 6: View the Generated Report
The report you generate will either be titled "AGED AR REPORT BY CLINICIAN" or "EXPECTED AGED AR REPORT BY CLINICIAN" depending on the report type you selected. The report will display details related to outstanding payments, organized by patient, clinician, and the aging period of the receivables. This includes information such as:
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Patient Name and Number
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Clinician Name
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Amount Due
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Aging Period (e.g., 30, 60, 90 days)
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