How can I review aged accounts receivable for specific payors to determine whom to bill using the 'secondary and all' billing option?

The Aged Accounts Receivable report helps track outstanding balances based on the selected payor type. By choosing the whom to bill with the “Secondary and All" billing option, users can view pending payments and manage collections more efficiently. This report provides a clear financial overview, assisting in follow-ups and reconciliations.

Steps to Follow:

Step 1: Log in to the application.

Step 2: Navigate to Reports >> Aged Accounts Receivable >> For Payor.

Step 3: Select or enter the required details to refine the report.

Step 4: Choose "Whom to Bill" as "Secondary and All".

Step 5: Click Review Results to display the report.

Whom to bill: Secondary
 

Whom to bill: For ALL

Step 6: To keep a copy, click the Print Report button.

Whom to bill: Secondary

Whom to bill: For ALL

Step 7: If you need to adjust selections, click Clear and re-run the report.