Topics Patient Aging Report Search:  
Introduction: Each outstanding charge from a patient can be grouped into a customizable aging bucket, depending on the number of days it remains unpaid. All such bills of the patients, when grouped together, give the outstanding amounts due for the patient for each of the specified slots. The aging buckets are customizable with the help of the 'billing.aging.slot' property, or by customizing the bucket using the 'Layout' button on the 'Patient Aging Report' pop-up on the fly.

Details about the property 'billing.aging.slot': A comma-separated list of slots greater than zero for outstanding receivables according to user preference, which are used on Patient Registration Billing Info, Patient Account, Statement, etc. The default values of the slots are 30, 60, 90, and 120, which result in buckets considered as follows: 0-30, 31-60, 61-90, 91-120, 120+.

Details about the various fields on the 'Patient Aging Report' pop-up

Group By Patient: Patients in the Aging Report can be grouped by:
  • None
  • Financial Class
  • Responsible Person
  • Primary Provider
Patient Last Name: From and Up To: Specify the range of characters for names to be considered for the Patient Aging Report generation.



Amount More Than / Up To: Patients with a net outstanding amount in the specified range will be considered for the Patient Aging Report generation.

Aging By: The Patient Aging Report can be generated based on 'Responsibility Date' (the actual date on which the patient's responsibility was created) or 'DOS'. Select either of the following two radio buttons to generate the aging report:
  • Responsibility Date
  • DOS
Patients: Patient Aging Reports can be generated for 'Normal' claims, claims handed over to 'Collection Agency', or collectively for all types of claims associated with the patient using the following radio buttons:
  • Normal
  • Collection
  • All
Report: Select a suitable template to print the Patient Aging Report from the options displayed in the drop-down list. By default, 'By Patient' is selected in the drop-down, but all the options are as mentioned below:
  • By Patient
  • By Patient with Percentage
  • By Patient By Claim
  • By Patient By Claim By Charge
Layout: The Patient Aging Report has an added capability which allows the user to define the aging bucket range on the fly, and also the ability to hide and display a specific aging bucket during runtime when the Patient Aging Report is finally printed. This kind of flexibility has been incorporated with the help of the 'Layout' button on the 'Patient Aging Report' pop-up. The 'Layout' button invokes 'Aging Report Params'. User can define the duration for each slot by entering the slot duration under the 'Slot' column. The next range for the slot starts from the incremented value of the last slot value. Therefore, the 'Column Title' for unapplied gets customized as per the slot duration. Other features are that a specific aging bucket can be hidden on the generated report, and also amounts like '121Plus', 'Total OS', and 'Net OS' can be hidden if required.

Print: The Print dialog displays a list of printers attached to the computer to choose from, and after selecting the printer and clicking OK, it prints the document on the selected printer. It could be a document writer option like OneNote.

View: A preview of the generated Patient Aging Report is displayed.

Cancel: Reverts the changes on the 'Patient Aging Report' pop-up.