A/R Aging Report provides visibility into outstanding balances and helps track overdue amounts across patient and insurance balances. It allows you to assess financial performance and identify areas that may require follow-up.
In this article, you'll learn how to:
- Navigate to the report and run it
- Review the report structure
- Understand the report logic and data scope
Navigate to the report and run it
The report is available in the RCM under the Reports tab:
To run the report:
1. Click on '+ New Report' button from the 'A/R Aging Report' tab.
2. Put a 'Date' for the report (you can enter it or select from the calendar) and hit 'Generate'.
Note: The date specified in the report settings before generating is used to determine the outstanding balances as of that selected date (based on the practice’s time zone), rather than reflecting balances at the current moment.
3. Once the report is generated, you will be able to download it from the grid.
Review the report structure
The report contains one tab with an overview of bills with outstanding balances. It includes first a breakdown of such bills by each Insurance company per patient:
Then it provides a list of such bills by Patients:
Note: The report contains clickable Patient IDs, Bill IDs and Claim IDs, so you can navigate to the needed Patient, Bill or Claim in the RCM easily when reviewing report data.
Understand the report logic and data scope
The A/R Aging Report provides a snapshot of all outstanding balances, including both patient and insurance responsibility. It is designed to show who owes what and how much is overdue at a specific point in time. The report groups unpaid charges based on the Date of Service, ensuring consistency in how balances are aged and displayed.
Note: All bills with an outstanding balance and a Date of Service up to the selected Date will be included.
Claims in the following statuses are NOT included, as these statuses indicate that the claims have not reached a stage where they contribute to accounts receivable:
- Failed
- Not Resubmitted
- Not Submitted
- Rejected by CLH
- Rejected by Payor
- Submitting
- Void
Note: The A/R Aging Report reflects a static snapshot of outstanding balances at the time it is generated.
Because claims can change status over time (for example, submitted, rejected, or resubmitted), this report should be used for financial visibility and aging analysis rather than real-time claim tracking. For ongoing claim management and follow-up, it is recommended to use a dynamic claims management tool, such as a Claims Dashboard, which provides real-time visibility into claim status changes.