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At its core, MedSuite maintains the accounts receivable balance for all accounts. It is therefore necessary to periodically produce a report of the accounts receivable balances and the ages of the balances. The Accounts Receivable report may be requested for totals only, with patient detail only, or with charge detail. All of the detail level reports produce totals within the requested sort breaks. Therefore, if an Accounts Receivable report were run by Plan and Physician for totals only, the report produced would print an aged total for each plan and physician.
Accounts receivable may be requested by charge posted date or service date and payment posted date, remit (deposit) date, or entered date. The accounts receivable is generally run with an "as of" date. The default is "as of now". However, it is likely that the report will be generally run "as of" the end of the past month, past quarter, or past year.
The Accounts Receivable request form is a tabbed dialog that consists of a General tab, a Sorting tab, and a Selection tab.
General Tab
Task Name
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Task Name displayed in the Task Viewer.
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Print Totals Only
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Print totals only with breaks
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Print Patient Detail
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Print patient-by-patient totals with sort totals
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Print Charge Detail
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Print charge-by-charge totals with patient totals and sort totals
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Report AR Balances for Pending Claims
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Indicates whether the report should Include, Exclude, or report Only balances for accounts with claims that have not filed due to Pending provider ID numbers.
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Charge Date Type
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Charge Date to examine:
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Charge Ending Date
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Charges after this date will be ignored
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Payment Date Type
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Payment Date to examine:
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Payment Ending Date
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Payments after this date will be ignored.
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Age of Final Aging Column (Over XXX)
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Configures the report to define the last two aging columns on the report. The first five columns will always report 0-30, 31-60, 61-90, 91-120, and 120-150. The last two columns will be reported as follows:
| • | 180 - Report 151-180 and Over 180 |
| • | 360 - Report 151-360 and Over 360 |
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Report Under Primary Plan
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Report balances under the primary insurance plan (or Self) if the report is sorted by plan.
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Report Under Current Plan
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Report balances under the current insurance plan (or Self) if the report is sorted by plan.
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Report Self Pay AR Balances
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Indicates whether the report should Include, Exclude, or report Only self pay balances. Selecting the Include option will include any accounts at the self-pay level in the report. The Exclude option will not report any accounts without insurance, accounts with balances after insurance has paid, nor any accounts where the insurance is set to not wait for payment and the charges are at the self pay level. The Only option will report only balances at the self pay level, whether they had insurance or not.
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Report Billed Amount
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Aging totals are based on the charge amount and any payments or adjustments applied.
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Report Allowed Amount
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Aging totals are based on the expected (allowed) amount. Charges at the current level report the expected amount. Charges not at the current level report the charge amount less actual payments and adjustments.
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Credit Balance Accounts
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Indicates how credit balance accounts are handled on the report. Credit Balance Accounts can be Included in the report, Excluded from the report, or selected as the Only Accounts to be included in the report.
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Cube Data
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Indicates if report results should be output to a data cube.
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Generate Standard Report
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Indicates if report results should be output to a formatted report.
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Run Now
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Indicates in the report should be run immediately.
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Schedule
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Indicates that the report should be scheduled to run at a future time.
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Schedule Button
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Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)
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Sorting Tab
The Sorting tab consists of two lists. The first list is comprised of the available sort fields for the report and the second list is comprised of the fields that have been selected as sort fields. The fields in the second list may be sequenced in any order. The report will sort the data into the sequence defined and perform a "break" on the sort field as well.
Selecting Sort Options:
Right-Arrow Button
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Click on item to be selected in the left-hand list and press the right-arrow button.
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Drag-and-Drop
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Click on the item to be selected in the left-hand list and while holding the mouse button down, "drag" the item to the right-hand list and release the mouse button.
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Double-Click
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Double-click on the item to be selected in the left-hand list.
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De-Selecting Sort Options:
Left-Arrow Button
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Click on item to be de-selected in the right-hand list and press the left-arrow button.
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Drag-and-Drop
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Click on the item to be de-selected in the right-hand list and while holding the mouse button down, "drag" the item to the left-hand list and release the mouse button.
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Double-Click
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Double-click on the item to be de-selected in the right-hand list.
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Selection Tab
Frequently when a report is run, you only wish to see data meeting certain criteria. The Selection tab consists of a list of fields they you may use to include or exclude specific data values from the report. For example, you may wish to run a report for just a certain physician or excluding a certain location.
By clicking on the checklist for the appropriate field (physicians, facilities, etc.) you may then select to include or exclude certain values from the respective tables. The limit to the number of specific values you can select is limited to your ability (or willingness) to enter them. While there is a theoretical limit to the number of selections you can make, you will run out of patience before MedSuite runs out of room to save them. Muli-Selections work with standard Windows keyboard functionality. CTRL+Click to select one at a time, SHIFT+Click to select a range of maintenance files.
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