DrChrono has made significant improvements to the Aging AR Analysis Report. It will give you better clarity on the money owed to your practice by insurance payers and patients.
To access the report, navigate to Billing > Aging AR Analysis.
The tabs to switch between the Summary, Line Item Details, Appt Level Details, and a Graph are on the top left of the screen, right under the report title.
- Summary - This tab will show you a high-level view of your accounts receivable from insurance payers in the standard 30-day increments. It is also where you can customize the report to meet your business needs.
- Line Item Details - This tab will show your accounts receivable information, meeting the set parameters at the line-item level.
- Appt Item Details - This tab will show your accounts receivable information, meeting the set parameters at the appointment level.
- Graph - This tab will show you the information in bar graph form.
Summary Tab | Sorting | Onscreen Report | Line Item Details Tab | Appt Level Details | Graph
Summary Tab
Examples of controls available include the following. Each option may not be available if it does not apply to the tab you view.
- Date Type - Allows you to select Date of Service, First Billed Date, Last Balance Transferred, or Last Billed Date
- Date - Start and Stop date for your report
- Bucket Type - Allows you to select 30 days, Month, or Quarter
- Payer ID - Allows you to select a specific payer ID or all of them
- Insurance Name - Allows you to select a specific payer by name
- Office - Allows you to view a specific office, a combination of offices, or all of them
- Patient - Allows you to view a specific patient
- AR Type - Allows you to select All, Insurance, or Patient
- Measure - Allows you to view the report by balance or expected balance
- Claim Type - Allows you to view Professional and/or Institutional claims (if your account is set to bill Institutional claims
- Has Future Follow-up - Allows you to select appointments with or without a future follow-up date
- Has Credit - Allows you to select appointments that have a credit
- Submission Status - Allows you to select claims that have either been submitted or not submitted
Once you have set your parameters, the report will populate automatically. The Data Freshness date and time at the top of the report will indicate how current the information is.
Sorting by Group and Sub-group
From the same area, you can select how to group and sub-group the information listed in your report.
Onscreen Report
Once you select your parameters, you will see your report on-screen on the summary tab:
Line Item Details Tab
Appt Level Details Tab
Graph
