The Aging by Service Date Report provides a comprehensive view of all charges with outstanding balances, categorized by the length of time they have been open based on the date of service. This report is a primary tool for billers to monitor the revenue cycle and ensure timely payment from both payers and clients.

You can export the Aging by Service Date Report in CSV, PDF, or Excel format for further analysis or external reporting.

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. Clinician: Filters the report to show data for a specific clinician.
   
2. Client: Filters the report to include information for a selected client.
   
3. Location: Filters results by the practice location where services were provided.
   
4. Insurance: Filters the report based on the selected insurance provider.
   
5. Payer Ranking: Filters charges by payer order—Primary, Secondary, or Tertiary.
   
6. Service Code: Filters results by the service or procedure code used for billing.
   
7. Client Balance: Filters claims based on whether their outstanding client balance is greater than or less than zero.
   
8. Insurance Balance: Filters claims based on whether the insurance balance is greater than or less than zero.
   

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.
   

Report Apperance

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.