What is the Aged Patient Accounts by Svc Date Report? – Netalytics

Purpose

The purpose of this report is to show the amount of money owed to a clinic or program by patient based on how long ago the service was provided.

The report can be run with a through date in the past, present or future.
This report can be run by Status (Status:All includes status none)
This report can be run by Program (Program All - None - includes balances for transactions that do not have a program assigned None)
Columns with no values will appear on the report.
The transaction date can affect how the data is shown on this report!
- Data on this report will reflect the aging based on the service date however it can only appear on the report once the service has been invoiced.
- This is the only way for SMART to know the dollar amount associated with the service.
- This can sometimes lead to discrepancies with when the money appears if billing is delayed. For example:
  - Service X is conducted on August 2 and billed on September 1
  - The report is run on August 31. No representation of this service will be shown.
  - The report us run on September 2. At this point this service charge will be shown in the “current” column.
  - The report is run again September 30, and if the patient balance has not been paid, it will at that point appear in the 31-60 day aging category.
Totals
- Total for each selected status and then each selected program Totals. Currently when there is no program Active Status will show under program None. Please note that only patients with an active status will appear here; discharged patients and others are not reflected on this report.

Billing: Balance Due: Aged Patient Accounts by Svc Date

Column Header	Definition
Program	Program the transactions for the patient
Status	Episode Status for the patient
Patient Name	Patient Name
ID #	Chart #
Current	The amount of money owed by this patient for services provided in the last 30 days from the thru date.
31-60 Days	The amount of money owed by this patient for services provided 31 to 60 days from the thru date
61-120 Days	The amount of money owed by this patient for services provided 61 to 90 days from the thru date
121-150 Days	The amount of money owed by this patient for services provided 91 to 120 days from the thru date
151-180 Days	The amount of money owed by this patient for services provided 121 to 180 days from the thru date
181-270 Days	The amount of money owed by this patient for services provided 181 to 270 days from the thru date
271-365	The amount of money owed by this patient for services provided 271 to 365 days from the thru date
Over 365 Days	The amount of money owed by this patient for services provided over to 365 days from the thru date