Receivable Analysis by Age Report

Help Guide for NextGen® Enterprise PM 8

Receivable Analysis by Month Report

The Receivable Collections Analysis by Month report dynamically identifies the reporting periods that you specify on the Filter 1 tab for the report. There will always be a current month to date period and a ‘Prior To’ periods on the report. The application places the unapplied dollar amount in the current (0-30) bucket. For this report, the net receivables amount balances to the total AR. The revenue and transaction data report for the last twelve months balances to the regular reports for any given period. The column ‘Net’ matches the Accounts Receivable total of other standard AR reports. You can choose to include or to exclude unapplied transactions. If unapplied transactions are included, then add the unapplied amount to the Net field under the thirteenth category that rolls-up everything older than one year. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Receivable Analysis, and then select By Month. From the Re

Help Guide for NextGen® Enterprise PM 8

Receivable Analysis by Type Report

The Receivable Collections Analysis by Type report dynamically identifies seven reporting periods: 0-60, 61-120, 121-180, 181-240, 241-300, 301-360, >361. The >181 category rolls-up everything older than one year and only lists the net receivables amount. The net receivables amount is balances to the total AR. The ‘Total Net’ value matches the Accounts Receivable total on the other standard AR reports. You can choose to include or to exclude unapplied transactions. If unapplied transactions are included, then add the unapplied amount to the Net field under >181. To access the report in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Receivable Analysis, and then select By Type. From the Report Filter window, select the Info button to view the following information about the report: Logic: Results are based on the Process Date of the charges. All transactions captured within the process date parameters set in Filter 1 are reported in the same

Help Guide for NextGen® Enterprise PM 8

Receivable Analysis Reports

The Receivable Analysis reports provide the ability to perform in-depth analysis of collections over time and to monitor the receivables balances by categories. The following Receivable Analysis reports are available in NextGen® Enterprise PM: By Age By Month By Type To access the reports in NextGen® Enterprise PM, select the Reports menu and select Accounts Receivable, then select Receivable Analysis, and then select one of the above reports. Receivable Analysis by Age Report Receivable Analysis by Month Report Receivable Analysis by Type Report Receivable Analysis Reports Columns Parent topic: Accounts Receivable Reports

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Encounter Report

The Aging Analysis by Encounter report is an encounter-based report that shows the total outstanding balance for each encounter by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the encounter status over time is not stored. Therefore, if using the Process Date filter, select all encounter statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Enc Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Enc Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in Next

Help Guide for NextGen® Enterprise PM 8

Aging Analysis by Line Item Report

The Aging Analysis by Line Item report is a line item-based report that shows the total outstanding balance for each charge by aging category. You can filter the report by Process Date on Filter 1 so that you can retrieve data from any point in time. However, the history of changes to the charge status over time is not stored. Therefore, if using the Process Date filter, select all charge statuses for an accurate report. If you run the report for balancing totals to other reports, then you must select all Charge Status check boxes on Filter 1 (Bad Debt, Billed, History, Rebill and Unbilled). If you run the report for tracking the total outstanding A/R, then you should select the Billed, Rebill, and Unbilled Charge Status check boxes on Filter 1. The report has the "drill-down" functionality. Double-click an encounter to access the corresponding Patient Chart directly from the report or double-click an invoice to access the corresponding Account Profile. To access the report in NextGen®

Help Guide for NextGen® Enterprise PM 8

Accounts Receivable Reports

The Accounts Receivable reports category includes various reports that you can use to review financial information for patients and guarantor accounts in your practice. The reports can help you monitor and manage outstanding A/R and assist with your internal billing and collections processes in NextGen® Enterprise PM. The following reports are available from the Reports > Accounts Receivable menu: Aging Analysis By Encounter By Line Item Billed Encounters Budget Letter Analysis By Pre-List Status By Delinquent Status By Missed Payment Status By Underpayment Status Budget Plans General Budget Plans Pre-Listed Plans Re-Establish Plans Contractual Analysis Multiple Encounter Rates per Day Receivable Analysis By Age By Month By Type Unapplied Amounts By Account, Invoice and Encounter Unbilled Encounters Collections Account Summary Insurance Aging Analysis Insurance Aging Analysis – Age Responsible Balances Only Insurance Detail Insurance Summary Collections Follow-Up Aging Analysis by Enco

Receivable Analysis by Age Report

Recommendations

Receivable Analysis by Month Report

Receivable Analysis by Type Report

Receivable Analysis Reports

Aging Analysis by Encounter Report

Aging Analysis by Line Item Report

Accounts Receivable Reports

Receivable Analysis by Month Report

Receivable Analysis by Type Report

Receivable Analysis Reports

Aging Analysis by Encounter Report

Aging Analysis by Line Item Report

Accounts Receivable Reports