Dashboard InsClass Aging by Current Insurance

This report breaks down the total of your Accounts Receivable by insurance class. This information provides you with a better understanding of your A/R and aged A/R.

Note: You can also access the real-time report by navigating to Reports Aging Reports > InsClass A/R by Cur Ins.

To access this report:

  1. Navigate to Reports Monthend Reports > Dashboard InsClass Aging by Current Insurance.
  2. Indicate the Company, Practice, Place of Service, Month, and Year you want to include in the report. 

  3. Click Run Report.


Important: The CP (Cash Patient) insurance class includes any unassigned payments.

  • Ins Class: The code assigned to a particular payer or group of payers
  • Ins Class Desc: A description of the Ins Class
  • Location: The Place(s) of Service included
  • Current, 30, 60, 90, 120, 150, 180: Amount of outstanding charges within the aging bucket. For example, amounts in the 60 bucket have been awaiting reimbursement for 60-89 days.
  • Total: Calculated using the formula (Current + 30 + 60 + 90 + 120 + 150 + 180)

Drill Down

You can drill down on each individual Ins Class to see a breakdown by each insurance in that class. This will also show a breakdown of Charges, Payments, and Adjustments.

Then, you can drill down once more to view all patients within a specific Ins Name and their corresponding aging. This will also show a breakdown of Charges, Payments, and Adjustments.

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