Aged Accounts Receivable by Corporation

With the Aged Accounts Receivables by Corporation function, you can print a report that provides the outstanding claims that have been submitted to insurance carriers. The information on the report is based on the entries recorded in each patient's insurance ledger. The aging of the balances is based on the date the charges were filed or refiled to the insurance carrier. Each time a charge is refiled, the aging is recalculated based on the refile date.

NOTE: This is not necessarily a true aged accounts receivable and generally will not balance to the standard Aged Accounts Receivable reports because:  
You can also print this report from the Aged Accounts Receivable by Insurance menu under Reports, Insurance Related Reports menu.

You can print this report to Excel by selecting the Microsoft Excel via MyReports option in the Printers dialog box. For additional information about the printing options available, see Printing in CGM webPRACTICE under the Introduction section of Help and MyReports under the main Reports menu.

Upon accessing this function, the Aged Receivables by Corporation screen displays.



Data Field Information
Prompt Response Req Len
Begin with Plan Code Type the code you want to begin with, click the magnifying glass to search the table or leave the field blank to start with the first code in the table.   3
End with Plan Code Type the code you want to end with, click the magnifying glass to search the table or leave the field blank to end with the last code in the table.   3
Insurance Class Type the code you want, click the magnifying glass to search the table or leave the field blank to include all codes in the table.   5
From Insurance Code Type the code you want to begin with, click the magnifying glass to search the table or leave the field blank to start with the first code in the table.   10
Through Insurance Code Type the code you want to end with, click the magnifying glass to search the table or leave the field blank to end with the last code in the table.   10
Assignment Charges Only If you only want to include charges that Assignment was accepted for, select this check box.   1
Primary Carriers If you want to include claims filed for Primary Carriers, select this check box.   1
Secondary Carriers If you want to include claims filed for Secondary Carriers, select this check box.   1
Tertiary Carriers If you want to include claims filed for Tertiary Carriers, select this check box.   1
Suppress Pends If you want to suppress claims that have been pended and not include them on the report, select this check box.   1
Fee Schedule Totals If you want to run the report based on your Fee Schedules, select this check box. This provides amounts that your office will likely receive based on the fee schedules, rather than what is actually owing. If there is any activity on the transaction or if there is not a fee schedule attached to the transaction, the A/R defaults to what is left owing on the transaction.   1
Print By Select the type of date you want to use when printing the report. 1
Print from Date Type the date you want the report to start with or click the calendar icon to select a date or leave the field blank to print every open item up through the selected 'Through Date'. 10
Print through Date Type the date you want the report to end with or click the calendar icon to select a date. 10
Show A/R as If you want the A/R to print the current open item balances, select Current Balance. If you want the A/R to print the open item balances up through the Ending date, select Balance on Ending Date.
  
Note: If you select Balance on Ending Date, the balances will not include any payments or adjustments applied after the selected ending date.
1
Summary Only Select the printing option you want.

Yes - The total number of outstanding claims, the total balance and the aging of that balance in 30-day increments will print for the selected sorting option.
No - The detailed patient information will be included on the report: the patient number, guarantor name (and patient name if different from the guarantor's) date of birth, date of last visit and payment, total balance, aged balance per patient, group number and policy number.
Recap - Only the final Summary page will print.
1
Alpha or Numeric List Select the printing option you want.   1
Transaction Detail If you want the transaction detail for the outstanding balance to print, select this check box. Detailed information on the outstanding charges will print for each patient, including: the date of service, the patient's name, the procedure code or its equivalent procedure code (if one has been entered), procedure amount, date of insurance activity, type of insurance activity (for example, co-pay, filed, payment, refiled), the amount filed or refiled to insurance, performing and insurance doctor codes including their provider ID or tax ID number, and the diagnosis code(s). 1
Include Claim Totals If you want the DMS Notes entered on the accounts to print on the report, select this check box.

**Family Billing Only** - If your CGM webPRACTICE software is set to Family billing, then the NOTES entered for all family members will print on this report.
  1
Include Notes If you want the DMS Notes entered on the accounts to print on the report, select this check box.

**Family Billing Only** - If your CGM webPRACTICE software is set to Family billing, then the NOTES entered for all family members will print on this report.
1
Include INotes If you want the DMS Insurance Notes (INotes) entered on the accounts to print on the report, select this check box.

**Family Billing Only** - If your system is set to Family billing, then the INOTES entered for all family members will print on this report.
  1
For Balances Older than Type the number of aging days to include all balances over that given number of days, or leave at zero.   4
Balances Greater than $ Type the minimum insurance balance you want for the sorting options selected above or leave the field blank to include all insurance balances.   9
Print from List If you want to print this report based only on the patients contained in a previously defined DMS List, select the list you want to use.   20

Sample Report
The report is sorted first by plan code, then by insurance carrier that the charge is currently filed to, and then by Corporation, with a new page started for each plan code. The information provided on this report is: the insurance carrier code, carrier name, carrier address, telephone number, fax number, and the first comment line (if entered) for the insurance company. Depending on what information you decided to include in the report, the patient and transaction detail will also print.

Note: If you selected the Transaction Detail check box, the report will also print the Tax ID number stored in the Change Database Parameters function for the performing and insurance doctor codes unless provider numbers have been stored for the codes in the Maintain Doctor Provider Numbers function, which will take precedence. It is helpful to have the provider numbers on the report if you are using the report to call insurance carriers on the unprocessed claims.

After the last patient for each corporation within each insurance carrier, the report will print the total number of patients with outstanding claims, the total amount outstanding and the aging of that amount for that insurance carrier / corporation combination.



A Summary page is printed at the end of the report which includes: the plan code, plan name, total number of patients with outstanding claims, the total balance and aged balance for each plan. Following the plan code summary is a breakdown of each corporation within the plan code, and following that is the grand total of patients with outstanding claims, the grand total of the insurance accounts receivable and the aging of that grand total.