Aged Receivables

The Aged Receivables Connect report provides an alternate view into a practice's Aged Receivables, allowing for exporting a full list of outstanding claims and their balances. It has no inputs, merely providing a full list of outstanding claims, and includes fields that would be relevant to billers, including information from the last note on the claim. 

1. Go to the Reports section, then under EMR select Connect.
2. Click the icon with a plus sign in the toolbar to create a new Connect report entry.
    
   
   
   
   
3. When asked to select the Report, scroll down to the Patient category and find "Aged Receivables". Then put in a description, and hit next:
   
   
   
   
4. 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. 

To run this report, perform the following steps:

1. If you just created the Aged Receivables Connect report, click the refresh icon on the toolbar:
   
   
   
2. Select the created report in the list.
3. Click the drop-down next to the hammer and wrench icon on the toolbar. Then click Run Report.
   
   
   
4. You should see the results on your screen. If desired, you can click the Excel icon at the top to export these results: