Account Without Payment and Without Status Note

To help to identify accounts that require follow-up, this report truly takes the guesswork out of A/R management. Accounts that have not had a payment posted or status note added within the number of days specified number in the report parameters are shown within the report.

Account Without Payment and Without Status Note

  1. From the menu bar, click Management, followed by CSR, and then select Account Without Payment and Without Status Note.
  2. Enter your search criteria. The search criteria page allows you to make specifications regarding Company, Practice, Place of Service, and Number of Days. Note: The Number of Days field (required) represents the number of days since the last payment, follow-up, or Status Note on a patient’s account. Typically, this is run at 60 days.
  3. Click Run Report.
  4. The report is organized into rows and columns and information is grouped by insurance class. Double-clicking on a cell in the Insclass column allows you to view a list of patient accounts that fit your search criteria. 
    1. Tip: Click on the Charges column header to sort highest to lowest, allowing you to work the largest buckets first.
  5. Double-click on the Account # column to open the patient's account page. 
  6. If a Status Account Note is added, a payment is applied, or the balance is resolved, that account will be automatically removed from the report.
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