Adding the Aged Receivables Connect Report

Go to the Reports section, then under EMR select Connect.
Click the icon with a plus sign in the toolbar to create a new Connect report entry.
When asked to select the Report, scroll down to the Patient category and find "Aged Receivables". Then put in a description, and hit next:
Select the desired fields for the report to show, or simply select 'All.' Then hit 'Finish,' then 'Close,' to complete adding the report. The available fields are as follows:
1. Aging Days by DOS: The number of days that have elapsed since the claim's date of service.
2. Aging Type: This signifies whether the balance is an insurance or patient balance.
3. Balance: The amount of the claim's outstanding balance.
4. Charges: The sum total of the claim's charge amounts.
5. Chart: The chart number from the patient's account.
6. Claim ID: The ID of the outstanding claim.
7. Level: The claim level of the outstanding claim.
8. Primary Payer: The primary payer assigned to the claim.
9. Secondary Payer: The secondary payer assigned to the claim.
10. Status: The current Claim Status of the claim.
11. DOB: The patient's date of birth.
12. DOS: The outstanding claim's date of service.
13. Last Submission: The date of the claim's last submission, whether this was to the primary, secondary, tertiary, or whether it was submitted as a statement.
14. Comment Entry: The entry date of the claim's last comment.
15. Comment Follow-up: The follow-up date of the claim's last comment.
16. Comment Text: The text of the claim's last comment.
17. Comment User: The user who created the claim's last comment.
18. Phone: The phone number of the patient.

Adding the Aged Receivables Connect Report

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