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Filter Options

Like most other reports, at the top of the Reports window you'll see several filters and options to control what results are displayed when you click the "Apply" button off to the right.

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Below the Provider, Office and Financial Status filters are three tabs with additional options.

General Tab

The General Tab contains several different options to control how results are displayed.

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• Show Primary/Show First Patient Name: If you have the Show Primary radio button selected, you will see the Primary's name and phone number on the report. If you select Show Patient, it will show the name of the first patient on the account.

• Hide Patients: This checkbox allows you to hide the list of accounts and their aging analysis. With this box checked, you will see only the aging of the A/R for your office as a whole.

• Hide Financial Status list: Checking this box will omit the list of financial statuses that print at the bottom of the report.

• Show Archived Patient Only: This option will display your archived patients in the report results.

• Show Patient Portion Balance and Show Insurance Portion Balance: Each of these checkboxes will add a line to the report that shows the aging analysis of the Patient and Insurance portions from the patient's account.
  NOTE: These checkboxes will not filter what accounts are shown on the report. Checking Show Patient Portion Balance and leaving Show Insurance Portion Balance unchecked will not bring up a list of accounts that only have a patient portion. It will simply hide the insurance portion information on the report.

• Show Last Payments: Checking the Show Last Payments box will add a Last Payment area to the report for each patient. This area contains two lines: Last Patient Pay and Last Insurance Pay. The Last Patient Pay line will show the type of the payment (Check, Card, Cash, and so on), the amount of the payment, and the posted and procedure dates associated with the payment. The Last Insurance Pay line will always have Payment Insurance listed for the description. It will also show the amount of the payment, as well as the posted and procedure dates.

• Show Last Statement Date: The Show Last Statement Date checkbox will add a line to the report that tells you the date of the most recent statement on the patient's account.

• Show phone number: If this box is checked, the first phone number listed on the account will be displayed on the report.

Balance Filter Tab

The Balance Filter Tab contains two options. You can filter results by either the Minimum Account Balance, or the Minimum Credit Balance. These fields allow you to enter a dollar amount.

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You may find it useful to run the report with a credit balance of $0.01, and a $0.01 account balance. This will display a list of patients that have unapplied payments that should be applied in order for the Provider that performed the procedure to finally earn credit. The Unapplied (Credit) Balance report will show any accounts with unapplied balances, but it does not allow you to filter the report to show only accounts with a balance.

Aging Options Tab

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• Show Accounts With Overdues: This menu will allow you to filter out any patients that do not have overdue balances in the selected range. For example, if you select "91 + Days", only patients who have balances that are over 91 days will be shown. A patient will still be shown on the report if they have a more recent balance than the selected Overdue Days filter, provided they also have a balance that has reached the selected age.

• Overdue Evaluation Date: These selectors allow you to determine the type of date used to determine Overdue balances. You can choose from the Service Date (determined in the Service Date Calculation selector), or the last Insurance Payment's Posted Date.

• Service Date Calculation: This selector determines what is considered a Service Date for the purposes of the Overdue Evaluation Date. You can choose either Posted or Procedure Date.
  NOTE: As with the Provider/Office/Status filters, the "Overdue Days" filter will cause patients to be omitted from the A/R report, and consequently from the total A/R information at the bottom of the report. For a complete A/R for your practice, select "All" from the Overdue Days menu.

Results Columns

There are two sections to the results in the A/R report.

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