Aging Analysis

The Aging Analysis Report is used to view outstanding AR by Payer, Provider, Location, and more. This information is categorized by  outstanding Patient AR and Insurance AR, which can then be used to drill-down into more claim and patient-specific breakdowns.

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Step-By-Step Instructions


  1.  Open the Billing Portal in the lower left corner.


  2. In the left-hand navigation pane, choose the Aging Analysis from the Reporting section.

  3. You will have several options to filter or format your report. The "Report By" Field is where you may choose how to breakout your report. Provider is the default, but selecting Payer will breakout the report by Payers, as well as any other option.

  4.  Set any filters if needed, but leaving all fields blank will include all options available. Select all Aging Buckets you would like to include.

  5. Click the Search Button to run the Report


  6. Results will now be displayed in different breakouts. To drill-down into a section, right click on the tile to drill-down into a more detailed report or to export / print.

  7. To change any filters and re-run the report, click directly on the date button at the top of the window to open the Search Options screen.