The Aging by Service Date Report is designed to help billers manage outstanding balances more effectively. This report allows billers to view charges with outstanding balances and track how long they have been outstanding, based on the service date.

You can export the report in CSV, PDF, or Excel format.

1. Responsibility: This option lets billers filter the report by financial responsibility.
1. All: Default view. Displays amounts for both client and insurance responsibilities.
2. Client: Shows only client responsibility amounts. The total appears in the far-right column.
3. Insurance: Shows only insurance responsibility amounts. The total appears in the far-right column.

1. 0-30 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 0 to 30 days (based on the service date) for the respective service provided to the client.
2. 31-60 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 31 to 60 days (based on the service date) for the respective service provided to the client.
3. 61-90 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 61 to 90 days (based on the service date) for the respective service provided to the client.
4. 91-120 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 91 to 120 days (based on the service date) for the respective service provided to the client.
5. 121-150 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 121 to 150 days (based on the service date) for the respective service provided to the client.
6. 151-180 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 151 to 180 days (based on the service date) for the respective service provided to the client.
7. >180 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding for more than 180 days (based on the service date) for the respective service provided to the client.
8. Subtotal: This column is divided into two sections: Client and Insurance, showing the total amount for each aging column. 
9. Grand Total: This column displays the combined total amount for both Client and Insurance.

In the example below, the report is organized by payer. As a result, the payer details are displayed on the far left, while the clinician, client, encounter, and service code details appear in the respective columns to the right.

When you group the report by any other parameter (clinician, client, encounter, or service code), it will be shown on the far left, and the other details will be displayed in the corresponding columns next to it.

 

 

 

In another example, the report is grouped by all the parameters: Payer, Service Location, Clinician, Client, and Service Code.

 

When multiple parameters are selected, the report will be grouped accordingly and displayed on the screen. Each parameter will be indented within its parent parameter for easy categorization. Refer to the following screen for details:

See Also

Working with Reports - Learn how to navigate reports, assign roles and permissions, and use common reporting functions.

Grant User Access to Reports - Understand the impact of restricted access and how to grant users permission to view reports.