The Aged Patient Account (figure 34) report is a standard accounting report. It displays a list of all patients with outstanding balances, and provides a breakdown by total and 30-60-90 day aging. Each column is divided into 2 sections. The left column shows the Patient Balance; the right column shows the Insurance Balance. A summary total of all the columns appears at the end of the report.
Figure 34
Generate the Aged Patient Account by clicking on its name in the report list to display the SmartSelect Selection Pop-Up (figure 35) which enables the choice of the criteria that determines which patients will be listed in the report as well as the sort order of the report.
Figure 35
Double click each of the criteria desired, enter When it should apply and type in the Value. Then click on the Sort tab to arrange the list in the sequence that is best for the practice. Please refer to Chapter 14 Smart Select for greater detail to use Smart Select. Example 2 regarding patient balances may be very helpful.