Accounts Receivable Aging Reports show ALL balances owing on account, whether the owing amount is from yesterday or years ago.
TIP! Do NOT change the dates unless generating a report specifically for a business year end.
Reports -> A/R (Letters & Reports) Wizard -> Patient Receivables -> [Next] -> *In most cases you will be leaving "All" in following screen -> [Next]
1. In most scenarios you will be generating for All Patients, if not, use the search icon/heart for a specific patient.
2. TIP! If you leave all your selections open using <All AR Reports> it gives you filter options on the next screen.
3. Keep current date. *NOTE: the only time you will change this is for year end.
4. Select A/R only (owing). *NOTE: use for collections only as it is NOT a true total of your clinic total balances.
5. Click [Process AR].
Once A/R has been processed you can select the Notice/Report you wish to view & your preference for viewing the Notice/Report by Prac Type/Prac/Patient.
TIP! View all at once select with 'AR Summary'. Use '90 Day Notice' for details per patient.
Sample: AR Aging -> Summary -> By Practitioner
Reports -> A/R (Letters & Reports) Wizard -> Third Party Receivables -> [Next] -> *In most cases you will be leaving "All" in following screen -> [Next] -> Toggle "Yes or No" for payors you wish to view, in most cases it will "Yes" for all -> [Next] -> Select report "Detail or Summary" -> [Process AR].
TIP! If you leave all your selections open using <all> choices you can filter after processing.
Once the A/R has been processed the next screen will allow you to select your preference for viewing the report by Payor/Prac/Patient. [Preview] & [Print].
Sample: AR Aging -> Summary -> By 3rd Party Payor
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