What is A/R?
Accounts Receivable (A/R) simply refers to all uncollected charges from both patients and insurance companies.
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Summary
This comprehensive report includes primary/secondary insurance A/R, as well as patient A/R data. If this report does not meet your needs, please contact our staff.
A/R is calculated as follows:
A/R = Charges - Insurance Payments - Patient Payments - Insurance Adjustments.
How to Do It
First, click the download icon for the A/R Report on the My Reports page.
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Set all filters (scroll down in the window to find them, as there are many) and click Download
.
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Open the downloaded CSV file that in Excel or a similar program. You will see A/R divided into four categories on the first tab, with about ten more tabs of data available at the bottom, depending on the filters you set.
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Categories of AR
The first tab, Monthly A/R Charges, is essentially a summary page. The first of the five sections is labeled ‘All Monthly A/R Charges.’ It is the sum total of the other four: Insurance, Miscellaneous, Appointment, and Self-Pay charges.
Insurance encompasses all external payers. Miscellaneous, Appointment, and Self-Pay charges are all patient responsibility.
Filter Notes
- When filtering patient charges with date type by date of submission, the date on which patient charges were created is used.
- The “A/R Mode Types” do not affect how Patient A/R is determined.
Aging Mode Definitions
- Latest Date of Submission
- Age of the insurance charges is determined by the date of submission of the latest claim submission.
- Age of patient charges is determined by the date the charge was added to the patient’s balance.
Filters Supported
- A/R Mode Type
- Date Range: Date of Service & (First or Latest) Date of Submission
- Patients
- Providers
- Facilities
- Insurance companies