Month End: Insurance Class Aging Summary

The Insurance Class Aging Summary is a Data Table style report that allows you to view the total breakdown of your Accounts Receivable by insurance class including liens and credits. This allows you to better understand your A/R and aged A/R. This report also gives the ability to include and exclude clinics using the View Clinics by drop-down.

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 Insurance Class Aging 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.
  3. Select the Year.
  4. Export to Excel or CSV for further manipulation

Important: The CP (Cash Patient) insurance class includes any unassigned payments. Unassigned Payments have not been assigned to a charge. These are typically patient payments waiting to be allocated based on system rules.

Column Descriptions

Column Description
Insurance Class The code assigned to a particular payer or group of payers
Insurance Class Description A description of the Insurance Class
Current The current balance of charges open to the insurance class between 0-30 days old by the date of service (this includes unassigned patient payments).
30 Days Total charges outstanding for the insurance class over 30-59 days old by the date of service.
60 Days Total charges outstanding for the insurance class over 60-89 days old by the date of service.
90 Days Total charges outstanding for the insurance class over 90-119 days old by the date of service.
120 Days Total charges outstanding for the insurance class over 120-149 days old by the date of service.
150 Days Total charges outstanding for the insurance class over 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.
Total The total outstanding balance of charges open to each insurance class. 
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