Month End: Clinic Aging Summary

The Clinic Aging Summary Month End report is a Data Table style report containing a snapshot of your charges, payments, and outstanding A/R for each clinic location. 

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.

This replaces the previous RevFlow Dashboard Aging by POS month-end report.

Location

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

  1. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
  2. Select the Month and Year.
  3. Export to Excel or CSV for further manipulation.

Column Descriptions

Column Description
Clinic Name Name of the clinic
Charges Total charges for the month
Payments Total payments posted for the month
Adjustments Total adjustments posted for the month
Current The clinic’s outstanding balance between 0-29 days old by charge date
30 Days The clinic’s outstanding balance between 30-59 days old by charge date
60 Days The clinic’s outstanding balance between 60-89 days old by charge date
90 Days The clinic’s outstanding balance between 90-119 days old by charge date
120 Days The clinic’s outstanding balance between 120-149 days old by charge date
150 Days The clinic’s outstanding balance between 150-179 days old by charge date
180 Days The clinic’s outstanding balance greater than 180 days old by charge date
Balance The clinic’s total outstanding balance for all time
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