Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Jul 31, 2025
A/R Reports
Reports
Billing Workflows
What is A/R?
Accounts Receivable (A/R) simply refers to all uncollected charges from both patients and insurance companies.
Summary
This comprehensive report includes primary/secondary insurance A/R, as well as patient A/R data. If this report does not meet your needs, please contact our staff.
A/R is calculated as follows:
A/R = Charges - Insurance Payments - Patient Payments - Insurance Adjustments.
❗ A/R Reports are generally very large and will take time to download.
How to Do It
First, click the download icon for the A/R Report on the My Reports page.
Set all filters (scroll down in the window to find them, as there are many) and click Download.
Open the downloaded CSV file that in Excel or a similar program. You will see A/R divided into four categories on the first tab, with about ten more tabs of data available at the bottom, depending on the filters you set.
Categories of AR
The first tab, Monthly A/R Charges, is essentially a summary page. The first of the five sections is labeled ‘All Monthly A/R Charges.’ It is the sum total of the other four: Insurance, Miscellaneous, Appointment, and Self-Pay charges.
Insurance encompasses all external payers. Miscellaneous, Appointment, and Self-Pay charges are all patient responsibility.
Note that this first tab will be unaffected by any date filters you may have set. The subsequent tabs, however, will reflect your date range parameters.
Filter Notes
When filtering patient charges with date type by date of submission, the date on which patient charges were created is used.
The “A/R Mode Types” do not affect how Patient A/R is determined.
Aging Mode Definitions
Latest Date of Submission
Age of the insurance charges is determined by the date of submission of the latest claim submission.
Age of patient charges is determined by the date the charge was added to the patient’s balance.
Filters Supported
A/R Mode Type
Date Range: Date of Service & (First or Latest) Date of Submission
Date Posted
Patients
Providers
Facilities
Insurance companies
Table of Contents
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Search all docs
Provider Workflows
Chart Notes
Auto-apply KX Modifier
Getting Started with Chart Notes
AI Appt. Summaries
Chart Note Clinical Types
Download Chart Notes as PDFs
Goals on the chart note
How to add Measurements
Import Previous Medical History
Navigating Flowsheets
Navigating Inbox Workflows
Navigating the Chart Note
Set up Custom Chart Note Templates
Setting up Co-signers on Your Note
Sign a Chart Note
Text Snippets For Your Note
Chart Note Features Not Supported
Chart Notes
Claim Details
Claim Details
Front Office Workflows
Appointments
The Insights Appointments Page
Adding Prior Auth and Alerting
Alternate Methods for Scheduling
How to Add a Walk-In Patient
How to Run an Eligibility Check
How to Schedule an Appointment
How to Take Payments
Sending out reminders and forms
Understanding Appointment Details
Updating Appointment Statuses
Appt. Features not supported
Appointments
Daily Operations
Daily Operations
Patient Communications
General Patient Flows Features
Text Blast Page
Insurance Intake Page
Functional Outcome Measurements
Getting Started with Patient Portal
Complete Intake Forms
Navigating Patient Workflows
Manage Patient Appointments
Manage Payments through Patient Portal
Patient Intake Automation
Update Insurance Info
View Home Exercise Programs
Patient Communications
Patient Responsibility
Charge Saved Credit Cards
Manage Credit Cards
Setting up a Payment Plan
How to Cancel PR
How to Send a Patient Payment Link
How to Push to PR
How to Record Payments
How to Refund a Payment
How to Request via Text or Email
How to Set Up Miscellaneous Line Item Charges
How to Take Payment for Families
How to Undo a Write Off
How to Write Off PR
Patient Responsibility Page
PR Overpayment Refunds and Estimated vs. Remittance PR
PR Settings
PR Timeline
Patient Responsibility
Billing Workflows
Front Office Payments
Front Office Payments
Reports
A/R Reports
Building and Running Reports
Claim Adjustments Report
Collections Report
Custom Collections Report
Detailed Charges Report
Export Claim Details
Generate a Transaction Report
Patient Balances Report
Patient Charges Report
Patient Claims One-pagers
Patient Collections Report
Patient Eligibility Report
Posting Log Report
Site Transaction Report
Site Transaction Report Summary
Submitted Claims Report
Upcoming Patient Statements Report
Reports
Owners & Administration
Last updated:
Jul 31, 2025
A/R Reports
Reports
Billing Workflows
What is A/R?
Accounts Receivable (A/R) simply refers to all uncollected charges from both patients and insurance companies.
Summary
This comprehensive report includes primary/secondary insurance A/R, as well as patient A/R data. If this report does not meet your needs, please contact our staff.
A/R is calculated as follows:
A/R = Charges - Insurance Payments - Patient Payments - Insurance Adjustments.
❗ A/R Reports are generally very large and will take time to download.
How to Do It
First, click the download icon for the A/R Report on the My Reports page.
Set all filters (scroll down in the window to find them, as there are many) and click Download.
Open the downloaded CSV file that in Excel or a similar program. You will see A/R divided into four categories on the first tab, with about ten more tabs of data available at the bottom, depending on the filters you set.
Categories of AR
The first tab, Monthly A/R Charges, is essentially a summary page. The first of the five sections is labeled ‘All Monthly A/R Charges.’ It is the sum total of the other four: Insurance, Miscellaneous, Appointment, and Self-Pay charges.
Insurance encompasses all external payers. Miscellaneous, Appointment, and Self-Pay charges are all patient responsibility.
Note that this first tab will be unaffected by any date filters you may have set. The subsequent tabs, however, will reflect your date range parameters.
Filter Notes
When filtering patient charges with date type by date of submission, the date on which patient charges were created is used.
The “A/R Mode Types” do not affect how Patient A/R is determined.
Aging Mode Definitions
Latest Date of Submission
Age of the insurance charges is determined by the date of submission of the latest claim submission.
Age of patient charges is determined by the date the charge was added to the patient’s balance.
Filters Supported
A/R Mode Type
Date Range: Date of Service & (First or Latest) Date of Submission
Date Posted
Patients
Providers
Facilities
Insurance companies
Last updated:
Jul 31, 2025
A/R Reports
Reports
Billing Workflows
What is A/R?
Accounts Receivable (A/R) simply refers to all uncollected charges from both patients and insurance companies.
Summary
This comprehensive report includes primary/secondary insurance A/R, as well as patient A/R data. If this report does not meet your needs, please contact our staff.
A/R is calculated as follows:
A/R = Charges - Insurance Payments - Patient Payments - Insurance Adjustments.
❗ A/R Reports are generally very large and will take time to download.
How to Do It
First, click the download icon for the A/R Report on the My Reports page.
Set all filters (scroll down in the window to find them, as there are many) and click Download.
Open the downloaded CSV file that in Excel or a similar program. You will see A/R divided into four categories on the first tab, with about ten more tabs of data available at the bottom, depending on the filters you set.
Categories of AR
The first tab, Monthly A/R Charges, is essentially a summary page. The first of the five sections is labeled ‘All Monthly A/R Charges.’ It is the sum total of the other four: Insurance, Miscellaneous, Appointment, and Self-Pay charges.
Insurance encompasses all external payers. Miscellaneous, Appointment, and Self-Pay charges are all patient responsibility.
Note that this first tab will be unaffected by any date filters you may have set. The subsequent tabs, however, will reflect your date range parameters.
Filter Notes
When filtering patient charges with date type by date of submission, the date on which patient charges were created is used.
The “A/R Mode Types” do not affect how Patient A/R is determined.
Aging Mode Definitions
Latest Date of Submission
Age of the insurance charges is determined by the date of submission of the latest claim submission.
Age of patient charges is determined by the date the charge was added to the patient’s balance.
Filters Supported
A/R Mode Type
Date Range: Date of Service & (First or Latest) Date of Submission
Date Posted
Patients
Providers
Facilities
Insurance companies