Account Aging Report - Insurance

What is Account Aging - Insurance?
The Account Aging report for Insurance provides a breakdown of the claims that are currently aging to insurance. This means that any claim that is sent to insurance through electronic claim submission or that is printed on a HCFA claim form, will be considered aging to insurance and will display on this report.

From the Billing and Collections screen:

Search - By default, this field displays insurance as the type of search.

Primary/Secondary/Tertiary Ins - By default all three checkboxes are selected. Uncheck any of the boxes if the search results should be limited to only one or two.

First Name - Enter the first name of the patient, if searching for claims that are aging to insurance for a specific patient.

Last Name - Enter the last name of the patient, if searching for claims that are aging to insurance for a specific patient.

Chart # - Enter the patient's chart # in both fields, if searching for claims that are aging to insurance for a specific patient. Click on the icon to open the patient search screen, if needed, to locate the patient's chart #.

Provider - Click into the field to select a rendering provider's name from the drop-down list. To select multiple provider names, hold down the Ctrl button on the keyboard while left clicking on each rendering provider's name.

Location - Click into the field to select a location name from the drop-down list. To select multiple location names, hold down the Ctrl button on the keyboard while left clicking on each location name.

Claim Owner - Click on the drop-down list to select the name of the user whose name appears on the claim as the person who created the claim.

Financial Class - Click into the field to select a financial class from the drop-down list. To select multiple financial classes, hold down the Ctrl button on the keyboard while left clicking on each financial class.

Payer - Click on the drop-down list to select the name of a specific payer.

- Select this button to launch the search.

- Select this button to clear the search criteria fields.

Once the search button is selected, the results will be displayed.

NOTES

The results are broken down first by financial class, regardless of whether or not a financial class was selected in the search criteria. The financial class is indicated by a gray line in the results.

For each financial class, there will be a breakdown of the total balances that have been aging to the insurance for 0-30 days, 31-60 days, 61-90 days, 91-120 days, and 121 and more days. A grand total for each of these aging amounts is listed at the end of the line for each financial class.

Under each financial class, each payer assigned to that financial class will be listed.

The following information is displayed with the payer name: System assigned payer #, Payer name, Payer ID number, payer complete address, and payer phone number.

For each payer, there will be a breakdown of the total balances that have been aging to the payer for 0-30 days, 31-60 days, 61-90 days, 91-120 days, and 121 and more days. A grand total for each of these aging amounts is listed at the end of the line for each payer.

Under each payer, each rendering provider assigned on a claim with that payer, will be listed.

NOTE: Double click on the provider name to open the provider setup screen.

For each rendering provider, there will be a breakdown of the total balances for the rendering providers claims that have been aging to the payer for 0-30 days, 31-60 days, 61-90 days, 91-120 days, and 121 and more days. A grand total for each of these aging amounts for the rendering provider is listed at the end of the line.

Under each rendering provider, there will be a breakdown of each patient and his/her claims that are aging to the payer.

The first line for the patient includes the following information: Chart #, Patient Name, DOB, Primary ID#, Phone #, and a total of the balances that are aging to the payer for the patient.

The next line(s) will include the following information: Aging indicator (P=primary, S=secondary, T=tertiary), Claim #, Date of Service, Total claim amount, Member ID#, Group/Policy #, Aging Date for the claim, and a total of where the balance of the claim is aging.

NOTES:

Buttons

 

Document Links
Query Manager

U
ser Manual

Window (Screen) Print

Screen

Payer Mix Report

Office Communication