The outstanding claims report displays aged claims.
Note: The report uses the service date of the procedures on a claim to determine if that claim is outstanding and to calculate the aged totals.
To view the outstanding claims report
Do one of the following:
On the Home menu, under Insurance, click (or tap) Outstanding Claims.
The Outstanding Claims page opens.
Set up the following options:
As Of - Outstanding claims up to the specified date will be included on the report. Leave the current date selected, or enter a different date.
Period - The aged totals will be calculated up to the current date or for the selected age of claims. Select All (0-15 days), Over 15 (16-30 days), Over 30 (31-45 days), Over 45 (46-60 days), or Over 60 (61+ days).
Carrier - To include outstanding claims for any insurance carrier on the report, leave All selected. To filter the report to include outstanding claims for a specific insurance carrier, select that insurance carrier from the list.
Plan - If you have selected a specific insurance carrier from the Carrier list, the Plan list is available. To include outstanding claims for any plan under the selected insurance carrier on the report, leave All selected. To filter the report to include outstanding claims for a specific plan under the selected insurance carrier, select that plan from the list.
Note: The service date of the procedures on a claim is used to determine if a claim is outstanding as of the specified date and to determine the aged totals.
Click (or tap) Search.
To print the report, click (or tap) Print.
You can click (or tap) the name of a subscriber in the Subscriber column to open the corresponding patient's Ledger page in a new browser tab or window.
You can click (or tap) the name of a patient in the Patient column to open the corresponding patient's Ledger page.
You can click the name of an insurance carrier in the Insurance Carrier column to view the corresponding carrier on the Insurance Carriers page.