Setting Aging Analysis Parameters

When users first open the Aging Analysis, they will see a list of parameters to use for the report. After making selections from the below, they will choose the 'Search' option at the bottom right of the window to run the report.

  1. Report Options: These parameters allow users to make changes to the underlying functionality of the report. 
    1. Date: Here the user can select which date to use as the foundation for a claim's aging.
      1. Aging Date: The aging date is typically the date that the claim first fell to this Claim Level:
        1. If claim is at level "Primary," it's the date the claim was sent to the primary insurance. 
        2. If claim is at level "Secondary," it's the date the claim was sent to the secondary insurance. 
        3. If claim is at level "Tertiary," it's the date the claim was sent to the tertiary insurance.
        4. If claim is at level "Statement," it's the date the claim's balance was sent on a statement.
      2. Date of Service: This is the date the service was performed. 
    2. Aging Type: This decides how the balance of the claim in question is calculated. 
      1. Charge Amount: This will calculate claim balances the same way that the claims screen does -- Charges, less any adjustments and payments.
      2. Allowed Amount (without zero-balance claims): This will attempt to calculate how much is actually left to be paid on a claim -- it will try to take the Allowed Amount, less any adjustments and payments. Please note that if the balance of the claim when calculating using the charge amounts (actual balance in system) is zero, claims will be excluded from these calculations, as they are already resolved. 
    3. Insurance: This can be used to only see claims at a particular claim level.
      1. All: This will not filter claims based on claim level.  
      2. Primary: This will show only claims at the primary level. 
      3. Secondary: This will only show claims at the secondary level. 
      4. Tertiary: This will only show claims at the tertiary level. 
    4. Report By: This allows the user to select what the grouping on the report will be. The field selected here is what the returned information on the report will be grouped by.
      1. Financial Class: The financial class of the payer at the same level as the claim (i.e., the primary payer financial class if the claim level is 'Primary'). 
      2. Payer: The payer at the same level as the claim (i.e., the primary payer if the claim level is 'Primary').
      3. Service Location: The location the service was performed. 
      4. Provider: The rendering provider from the claim. 
      5. User: The 'Owner' of the claim. 
      6. Status: The Claim Status on the claim. 
    5. Include: This field allows users to include or exclude certain claims and/or columns from the report. 
      1. Use refunds: If selected, the system will add any credits added to a claim to the balance of the claim. For instance, if you had a $20 credit balance on a claim, and a $20 credit had been created, it would appear as a $0 balance instead of a $-20. 
      2. Display blank columns: If selected, this report will display blank columns on the aging report. 
      3. Display unsubmitted: If selected, this report will include any unsubmitted claims in the aging totals. 
  2. Report Filters: This area allows users to include or exclude certain values of each of the below fields. For instance, it will allow a user to only view Blue Cross Blue Shield claims, or to see only one Rendering Provider's receivables. 
    1. Aging Bucket: This filter allows the user to only see a certain set of Aging Buckets if desired. 
    2. Financial Class: This field filters on the financial class of the payer the claim is currently with (the payer at the current Claim Level). 
    3. Service Location: This field filters on the service location on the claim. 
    4. Provider: This field filters on the rendering provider on the claim. 
    5. User: This field filters on the Owner on the claim. 
    6. Status: This field filters on the claim's status. 
    7. Patient: This field allows the user to filter on a certain patient's chart number, or on various pieces of the patient's last name.