Aging by Service Date Report

Aging by Service Date Report

Overview

The Aging by Service Date Report is designed to help billers manage outstanding balances more effectively. This report allows billers to view charges with outstanding balances and track how long they have been outstanding, based on the service date.

Key Benefits:

 

  • Collections Management: Identify and send older balances to collections or issue pre-collection notices.
  • Timely Rebilling: Rebill charges before they reach the timely filing limit to avoid claim denials for untimely filing.
  • Balance Write-offs: Write off balances after a specified period.

This report aims to streamline the billing process, improve efficiency, and ensure timely actions on outstanding balances.

You can export the report in CSV, PDF, or Excel format.

Step 1: Accessing the Aging by Service Date Report

To access the Aging by Service Date Report:

  1. Select More from the left sidebar.
  2. Select Reports.
  3. In the Report dropdown, select Aging by Service Date Report.




Step 2: Using Report Filters 

By default, the report includes Start Date and End Date filters. The report filters results based on the encounter date. 

Additional filters are available to refine results:
  1. Group By: Allows billers to organize report details by client, clinician, payer, service code, and service location. Additionally, multiple parameters can be combined for grouping. The available options in the Group By dropdown are:
    1. Client
    2. Clinician
    3. Payer
    4. Service Code
    5. Service Location
    6. Payer, Service Location
    7. Payer, Service Location, Clinician
    8. Payer, Service Location, Clinician, Client
    9. Payer, Service Location, Clinician, Client, Service Code




Step 3: Running the Report 

After selecting the desired filter options, click the Run Report button. The report is then generated and displayed as shown in the screenshot below. A description of each column in the report is provided beneath the screenshot.



When you run or export the report, it includes the following columns:
  1. 0-30 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 0 to 30 days (based on the service date) for the respective service provided to the client.
  2. 31-60 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 31 to 60 days (based on the service date) for the respective service provided to the client.
  3. 61-90 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 61 to 90 days (based on the service date) for the respective service provided to the client.
  4. 91-120 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 91 to 120 days (based on the service date) for the respective service provided to the client.
  5. 121-150 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 121 to 150 days (based on the service date) for the respective service provided to the client.
  6. 151-180 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding from 151 to 180 days (based on the service date) for the respective service provided to the client.
  7. >180 Days - The client and insurance balances shown in this column indicate that the charges have been outstanding for more than 180 days (based on the service date) for the respective service provided to the client.
  8. Subtotal: This column is divided into two sections: Client and Insurance, showing the total amount for each aging column. 
  9. Grand Total: This column displays the combined total amount for both Client and Insurance.

In the example below, the report is organized by payer. As a result, the payer details are displayed on the far left, while the clinician, client, encounter, and service code details appear in the respective columns to the right.


Notes
When you group the report by any other parameter (clinician, client, encounter, or service code), it will be shown on the far left, and the other details will be displayed in the corresponding columns next to it.


 

 

 

In another example, the report is grouped by all the parameters: Payer, Service Location, Clinician, Client, and Service Code.

 

When multiple parameters are selected, the report will be grouped accordingly and displayed on the screen. Each parameter will be indented within its parent parameter for easy categorization. Refer to the following screen for details:



Step 4: (Optional) Searching for Data in the Report

You can use the free-text search option to find specific information in the report. Enter the desired text or number, then use the right and left arrow keys to navigate through all matching results.



Step 5: (Optional) Adjusting the Report Zoom

The report is initially displayed at 100% zoom. To improve readability, you can adjust the zoom level using the dropdown menu. For finer control, use the magnifier icons next to the dropdown to increase or decrease the zoom in 10% increments.



Step 6: (Optional) Exporting the Report to PDF, CSV, or Excel

After running the report, it is displayed as shown in the screenshot below. For better visibility, the software allows you to export the report to Excel. You can also export it in PDF or CSV formats. Click on the arrow next to the Export button and choose the desired format.




FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.


Click here for quick access to the FAQs.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com



Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.







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