Delinquent Accounts by Location

With the Delinquent Accounts by Location function, you can generate a report that provides a detailed aging of delinquent account balances sorted by location. The aging is calculated based on the date the transactions were posted and the sorting is based on the location stored for each transaction when it was originally posted.

Data Field Information
Prompt Response Req Len
Begin with Location Type the code you want to start with or leave the text box blank to start with the first code in the table.   9
End with Location Type the code you want to end with or leave the text box blank to end with the last code in the table.   9
Print Detail of Guarantors 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, numerically, or by the highest balance.   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
For Balances older than Select the sorting option you want when printing the report. 3
And Balances not older than Select the sorting option you want when printing the report.   3
No Payment since what date Type the date you want or click the calendar icon to select a date.   10
For Balances greater than $ Type the amount you want or leave the text box blank to include all accounts.   10
Include Insurance Balances If you want the report to list the insurance balance separately, select this check box. 1
Include Patient Balances If you want the report to list the patient balance separately, select this check box. 1
Acct Date or Patient Aging Select the aging option you want when printing the report. 1

Sample Report
If you select to include guarantor detail, the information that will be on the report is: patient account number, guarantor name, date of last visit, date of last payment, the total balance due on the account and the aging of that balance (broken down by 'P'atient and 'I'nsurance if selected). If a Report comment is stored in the patient's Billing Information, it will print beneath the guarantor's name. Then the address information and transaction detail with the patient name will print if you select to include them.

The last page of the report reflects the summary information which includes: the location code and name, the number of accounts with balances (broken down by 'P'atient and 'I'nsurance if selected), the total balance and the aging breakdown of balances, the percentage each aging category represents of the total balance owing, and grand totals for all locations combined.

Note: The report may print a location labeled 'NONE', which will contain any unapplied transaction amounts.

If you select to include both 'P'atient and 'I'nsurance balances, the total number (No.) of accounts listed for each type of balance does not typically breakdown evenly between the patient and insurance balance categories. The reason for this is because many accounts contain both types of balances and will be counted for each category, but will only be counted one time for the total.