To Run An Insurance Aging Billing Report:
- Report Type: Click the dropdown & select 'Insurance Aging'.
- As of: The default date will display today's date & if there is a need to run a report that reflects the status of a date in history this can be changed to select any past date.
- Provider: For multi-provider accounts, this report can be filtered by provider, or left blank to run all providers.
- Click Generate Report
The report will breakdown each provider & also include a list of UAC balances on patient accounts.
To view a patient list & breakdown under each Insurance Co., click on the '+' tab next to the desired Insurance Co. name & a list of patients will display. To include patient lists in the report for downloading/printing, click on all the company names you'd like to include in the report.