Who this is for: Billing staff and practice managers who monitor outstanding insurance and patient balances.
Steps
In the main menu, go to Billing.
Select Reports from the submenu.
Set the report type to Aging.
Choose the scope:
Scope | What it shows |
Patient & Insurance | Outstanding balances for both patient and insurance responsibility — use this for full AR monitoring |
Patient Only | Outstanding patient balances only — use this for the Patient Pending Invoice report |
Apply any additional filters (date range, provider, location, insurance).
Click Run Report (or equivalent). [VERIFY: Confirm the exact button label used to generate the report.]
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Reading the report
The aging report groups outstanding balances into buckets by age: 0–30, 31–60, 61–90, 91–120, and 120+ days. Use this to prioritize follow-up — work oldest buckets first.
To drill into a specific patient's balance, double-click on their name in the report. This opens the detailed invoice view for that patient.
Related reports
Report | How to access | Use it for |
Patient Pending Invoice | Aging → Patient Only | Identifying patients with outstanding balances |
Detailed Services Report | Reports → Standard → select date range | Reviewing services billed in a date range |
Payment Methods Report | Reports → Payment Method → select date range → Group by CPT | Analyzing payments by method and procedure code |
Troubleshooting
The report is showing a claim as outstanding but it shows Paid in the Claims view.
The invoice may have a remaining balance that wasn't fully zeroed out when the payment was posted. Open the invoice and confirm all payments, write-offs, and patient responsibility amounts are correct.
I need to filter the aging report by a specific insurance payer.
[VERIFY: Confirm whether the Aging Report can be filtered by specific payer, or whether payer filtering requires a different report type.]