Aged Receivables by Performing Dr and Responsible Dr

With the Aged Receivables by Performing Dr and Responsible Dr function, you can generate a report with a detailed aging of account balances sorted by performing doctor and then by responsible doctor. The aging is calculated based on the date the transactions were posted and the sorting is based on the performing doctor and responsible doctor stored for each transaction when it was originally posted.

This report can be:

Used to generate a DMS List - to activate this function you will need to add the report to the DMS Report Integration function
Printed to Microsoft Excel providing enhanced reporting capabilities

Data Field Information

Prompt	Response	Len
Begin with Performing Doctor	Type the code you want to start with or leave the text box blank to start with the first code in the table.	10
End with Performing Doctor	Type the code you want to end with or leave the text box blank to end with the last code in the table.	10
Begin with Responsible Doctor	Type the code you want to start with or leave the text box blank to start with the first code in the table.	7
End with Responsible Doctor	Type the code you want to end with or leave the text box blank to end with the last code in the table.	7
Print Detail of Guarantor	If you want to print the individual detail of the guarantors, select this check box.	1
Alpha or Numeric	If you selected Print Detail of Guarantor, select the sorting option you want to indicate if you want the accounts sorted alphabetically or numerically.	1
Include Address Information	If you selected Print Detail of Guarantor and want to print the address information, select this check box.	1
Print Transaction Detail	If you selected Print Detail of Guarantor and want to print the transaction detail, select this check box.	1
Ending Date for Report	Type the date you want the report to end with or click the calendar icon to select a date. If you select a date prior to the current date, the Include Insurance Balance and Include Patient Balance features, if selected, do not print on the report because those figures cannot be accurately calculated for past dates. If you select a date prior to the current date, the program automatically scans for any deleted patient accounts to ensure the totals provided for that time period are accurate.	10
Include Insurance Balance	If you want the report to print the insurance balance separately, select this check box. If you selected a date prior to the current date for the Ending Date for Report, you should not select to include either the insurance or patient balances on the report because those figures cannot be accurately calculated for past dates.	1
Include Patient Balance	If you want the report to print the patient balance separately, select this check box. If you selected a date prior to the current date for the Ending Date for Report, you should not select to include either the insurance or patient balances on the report because those figures cannot be accurately calculated for past dates.	1
Aging Increments (15/30)	Select the aging increment you want to use when printing the aged balances.	2

Sample Report
If you select to include guarantor detail, a report will print for each performing doctor you select, including the following information for each responsible doctor you select: account number, guarantor name, date of last payment (broken down by 'P'atient and 'I'nsurance if selected), the total balance due on the account and the aging of that balance. The date of last visit will print beneath the guarantor's name and then a Report comment, if one is stored in the patient's Billing Information. Then the address information and transaction detail with the patient name will print if you select to include them. Summary information will print at the end of each responsible doctor section, which will include: the responsible doctor code, the total balance (broken down by 'P'atient and 'I'nsurance if selected), and the aging breakdown of balances, the percentage each aging category represents of the total balance owing, and a grand total for the responsible doctor. Grand Totals (broken down by 'P'atient and 'I'nsurance if selected), will print at the end of each performing doctor section.

If you do not select to include guarantor detail, a summary report will print for each performing doctor you select, including the following information for each responsible doctor you select: the responsible doctor code, the total balance (broken down by 'P'atient and 'I'nsurance if selected), and the aging breakdown of balances, a grand total for the responsible doctor and the percentage each aging category represents of the total balance owing. Grand Totals (broken down by 'P'atient and 'I'nsurance if selected), will print at the end of each performing doctor section.

Whether you select to include guarantor detail or not, a final Summary page will print at the end of the report containing a grand total (broken down by 'P'atient and 'I'nsurance if selected), for all the performing doctors and responsible doctors you select.