Accounts Receivable (A/R) Reports
Accounts Receivable (A/R) reports can be used to track outstanding balances.
Navigate to Accounts Receivable Reports
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Accounts Receivable Reports and Descriptions
Below are the available accounts receivable reports and brief descriptions.
| Report Name | Description |
| A/R Aging | Defaults to As Of the current date and pulls data by the First Billed Date of the claims. Provides a summary list of gross outstanding accounts receivable (A/R) grouped by type (e.g., Insurance, Patient). The list includes information such as unbilled charge amounts, aging buckets, total outstanding, and unapplied amounts. |
| A/R Aging Detail | Defaults to As Of Today (current date) and pulls data by the First Billed Date of the claims. Provides a detailed list of accounts receivable aging grouped by age range. The list includes details such as the payer type and name, claim ID, service and billed dates, procedures, open balances, and aging. To generate this report, customize to select the specific payer type and payer (e.g., Insurance, Patient). |
| Insurance Collections Summary | Defaults to As Of Today (current date) and pulls data by the First Billed Date of the claims. Provides a summary list of all outstanding insurance claims grouped by claim status (e.g., Pending, Ready, No Response) and age range (e.g., Current, 31-60 days, 61-90 days). The list includes information such as A/R, and the number of encounters and procedures. |
| Insurance Collections Detail | Defaults to As Of Today (current date) and pulls data by the First Billed Date of the claims. To generate this report, customize to select the specific insurance. Once generated, the list includes details (e.g., encounter and claim IDs, post and service dates, procedures, patient name) grouped by claim status (e.g., Pending, Ready, No Response) and age range (e.g., Current, 31-60 days, 61-90 days). |
| Patient Collections Summary | Defaults to As Of Today (current date) and provides a summary list of outstanding patient responsibility claims grouped by collection category. The list includes information such as the number of patients, unapplied amounts, and age range (e.g., Current, 31-60 days, 61-90 days). |
| Patient Collections Detail | Defaults to As Of Today (current date) and provides a detailed list of outstanding patient responsibility claims grouped by collection category. The list includes details (e.g., patient details, number of statements sent, total balances). |
| Unpaid Insurance Claims | The report must first be customized to generate and provides a list of unpaid insurance claims grouped by payer. The list includes information such as patient details, billed and service dates, and service line information. |
| Unpaid Insurance Claims Export | This report is an export version of the Unpaid Insurance Claims report that provides a list of unpaid insurance claims grouped by payer. The report must first be customized to generate the export of data then saved as an Excel or CSV file. |