Tips & Tricks: Managing the AR (Account Receivable)/Aging Report

Tips & Tricks: Managing the AR (Account Receivable)/Aging Report

Index

  • Sections
    • The site
    • The provider
  • The patient
  • Date of service
    • Aging timeframe
      • You can scroll own to the bottom to see the grand total time in each column.
      • You are able to print or export the report.

1. To access the A/R (Accounts Receivable) Aging report(s), click on the Patient Accounts drawer in the Chart Room. 

2. Go to the Reports tab.

3. In ICANotes, we separate the Patient Aging and Insurance Aging to help assist you with filtering relative data. If you want to see both patient and insurance, you can use the Combined Aging. You do not need to put in start/end dates to generate the aging reports. 

4. Choose the report that you want to run and click either the Detail or Summary buttons.

5. The detailed Patient Aging report shows:

    A. The site

    B. The provider

    C. The patient

    D. Date of service

    E. Aging timeframe

7. You can scroll own to the bottom to see the grand total time in each column. 

8. You are able to print or export the report. 

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