What is A/R?
Accounts Receivable (A/R) simply refers to all uncollected charges from all outstanding payers— patients and insurance companies.
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
Set the filters for an AR report to your liking and click the download icon.
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.
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 & Date of Submission
- Patients
- Providers
- Facilities
- Insurance companies
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