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• Aging of PatientAging of Patient Sets the number of days to use for outdated balances.

• Billing CategoryBilling Category Sets a billing category.

• Patient OfficePatient Office Sets the patient’s default office.

• Provider TypeProvider Type Sets the patient’s regular provider or service provider.

• ProviderProvider Sets the patient’s default provider.

• CollectionsCollections Sets 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 BalanceMinimum Balance Sets the minimum balance amount necessary for inclusion in the report.

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

• Payment Cutoff DatePayment Cutoff Date Sets the payment date after which payments are not included in the report.

• Held StatementsHeld Statements Sets 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 PaymentsInclude All Unapplied Payments If selected, this option includes unapplied payments in the report.

• Include AdjustmentsInclude Adjustments If 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.