Setting Up the Office Expert

Defining Aged Receivables

To define an Aged Receivables item:

1. On the Experts tab, select Aged Receivables in the Office Expert Category field.

2. Click New. The Aged Receivables Report window is displayed.

3. In the Report Criteria section, set the following options:

• Aging of PatientSets the number of days to use for outdated balances.

• Billing CategorySets a billing category.

• Patient OfficeSets the patient’s default office.

• Provider TypeSets the patient’s regular provider or service provider.

• ProviderSets the patient’s default provider.

• CollectionsSets the option for handling collection information on the report. Select one of the following options: Include, Exclude, or Only. This option considers only patients with billing information marked In Collections.

• Minimum BalanceSets the minimum balance amount necessary for inclusion in the report.

• Credit BalancesSets the option for handling credit balances. Select one of the following options: Include, Exclude, or Only.

• Payment Cutoff DateSets the payment date after which payments are not included in the report.

• Held StatementsSets the option for handling held statements. This option applies to only those patients having the Send Statement option selected in the patient file. Select one of the following options: Include, Exclude, or Only.

• Include All Unapplied PaymentsIf selected, this option includes unapplied payments in the report.

• Include AdjustmentsIf selected, this option includes adjustments when determining the Last Pay Dt/Source/Amt on the report. Deselecting the option indicates the last actual payment and excludes adjustments.

4. Click Ok.