Introduction
Insurance Aging Report:
- Displays the insurance claims that are unpaid or partially paid (Still Open) since the selected date range.
- Data displayed in report are for all clinics’ branches (Per Clinic).
- Insurance Claims displayed depending on the Claim Creation date within the selected date range.
>> Note that when the claim is totally paid then it will be removed from (Insurance Aging) reports.
(Insurance Aging) report could be accessed from:
- Analytics >> Financials >> Insurance Aging.
Filtration
- Insurance
– Is a drop down menu that contains all of the defined active insurance companies in the clinic.
– Default Selection: First Insurance Company’s name in menu. - Age
– Is a drop down menu that contains the following options: (Less than 30 Days, Between 31 and 60 Days, Between 61 and 90 Days, Greater than 90 Days).
– Default Selection: Less than 30 Days.
Content
Header
At the report’s header the following value is displayed:
– Label (Insurance): Displays the name of insurance company selected from the filtration section.
Body
Insurance Aging displays data in a grid view whose columns are as follows:
Name of insurance company selected from the filtration section is displayed before it’s data records.
- Code
– Displays the Claim ID (Code). - Created On
– Displays the date when the claim has been created. - Created By
– Displays the name of user who created the claim. - Sent By
– Displays the name of user who sent the claim. - Sent On
– Displays the date when the claim is sent. - Claim Amount
– Displays the total amount of the claim that insurance should pay. - Paid Amount
– Displays the total amount of money paid by insurance from the total amount of claim. - Age
– Displays the age of claim (How old is the claim?) with respect to the selected age from filtration section.