Running the Aging Report for Insurance Balances
We have updated the "Aging Report - Insurance Balance" which is used to summarize and collect all balances owed to your practice by insurance companies, billed on behalf of patients.
In this article you will learn how to run the report and understand some of the new functionality.
1. Click Reports > Aging Report - Insurance Balance
2. Select the Location(s) if you have multiple locations
3. Select the Insurance(s)
4. Click Run
5. Results are returned. Use the blue drop-down arrow to expand the details. Use the Search Results field to filter.
6. There is new icon that represents an invoice that has a balance and/or credit for more than one insurance.
Example: There has been an insurance to insurance transfer or a secondary claim was created
7. If you see a balance followed by a credit of the same amount, this is a return. On the Ledger a second invoice is created to show the return as a credit.
