Month End: Insurance Class Aging Minus Liens and Credits
An updated version of the Month End: Insurance Class Aging Minus Liens and Credits report can be found in WePT Billing
Insurance Class Aging Minus Liens and Credits is a
Data Table style report containing a complete list of your outstanding A/R for each insurance at the close of the month. A patient’s account may be listed under multiple
insurance classes. For example, a patient may be listed under Blue Cross (BX) if there are unpaid claims pending from Blue Cross, and they may also be listed in Cash Patient (CP) if they have an unpaid patient balance. The Cash Patient (CP) insurance class includes Unassigned Payments.
Note: This report is a static snapshot of your billing data taken when the month was closed. It is captured after all Month End procedures are completed in WebPT Billing. Any changes will be reflected in the next month's data.
Location
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This report is located in the Month End Report section in Analytics. If you do not see the report listed here, ensure you have the necessary Analytics Access and User Role permissions. |
Run and Customize the Report
- You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu button.
- Select the Month and Year.
- Export to Excel or CSV for further manipulation.
Column Descriptions
| Column | Description |
| Insurance Class Code | The code assigned to the insurance class |
| Insurance Class Description | The insurance class description |
| Current Balance | The current balance of charges open to the insurance class between 0-30 days old by the date of service (this include unassigned patient payments) |
| 30 Days | Total charges outstanding for the insurance class between 30-59 days old by the date of service |
| 60 Days | Total charges outstanding for the insurance class between 60-89 days old by the date of service |
| 90 Days | Total charges outstanding for the insurance class between 90-119 days old by the date of service |
| 120 Days | Total charges outstanding for the insurance class between 120-149 days old by the date of service |
| 150 Days | Total charges outstanding for the insurance class between 150-179 days old by the date of service |
| 180 Days | Total charges outstanding for the insurance class over 180 days old by the date of service |
| Balance | The total outstanding balance of charges open to each insurance class for all time |