Summary
The Aging AR Report shows how much money you have outstanding (accounts receivable) and how old it is. It groups balances into time buckets: 0–30 days, 31–60, 61–90, 91–120, 121–365, and 366+ days from the report date. The report combines insurance AR (claims and remittances) and patient AR (self-pay, appointment-related, and misc patient balances). You can choose how to group the rollup: by Claim Type, Provider, Facility, Billed Insurance, or EHR Insurance. You get a ZIP file with one or more of: Aging AR Rollup (PDF), Aging AR Rollup (CSV), and Aging AR Detailed Report. The rollup is the summary with totals by aging bucket; the detailed report is row-level (each encounter/appointment with charges, payments, adjustments, and aging buckets). Use it to monitor AR aging, prioritize follow-up, and support month-end close.Notes
- Aging buckets are based on the End Date (as-of date).
- You can leave Start Date empty to run an as-of report; End Date is the “as of” date for aging.
- Group By controls how the rollup is summarized
Filters Supported
- Date Range Type: Date of Service, Date of Submission
- Start Date / End Date (Start Date can be empty)
- Group By (Claim Type, Provider, Facility, Billed Insurance, EHR Insurance)
- Patients
- Providers
- Payers
- Facilities
- Include Credits toggle