Who this is for: All Barti users who track outstanding patient balances.
Before you start, you'll need:
A Barti account with permission to view reports
Steps
In the left navigation, click Reports, then Insurance.
Click the Patient Aging Report tab.
Use the filter options to choose a view:
Patient + Insurance — shows balances owed by both the patient and their insurance.
Patient Only — shows patient-responsibility balances only.
Insurance Only — shows insurance-responsibility balances only.
If applicable, filter by Location.
Use Search patient to find a specific patient by name.
Sort the report by patient name, current amount owed, days owed, or total — click the arrow next to any column header to sort ascending or descending.
To dig into a specific patient, click their name. This opens their Invoices tab in a new browser tab.
To save or share the report, click Download CSV.
What you'll see when it works
The report lists patients with outstanding balances, grouped into five aging buckets:
Current
31-60 days
61-90 days
91-120 days
120+ days
Use the sort feature to prioritize which accounts to address first.
Additional columns you can turn on
Three columns are available but hidden by default: MRN, DOB, and Collections. To show them, hover over any column header, click the three-dot menu icon, then click Manage columns and toggle them on.
How this report pulls its data
Balances age from the invoice's service date, falling back to the invoice date if no service date is set.
Each row is one patient, summing all their open invoices.
VOID invoices are excluded.
Troubleshooting
When will a patient drop off the aging report?
When their invoice no longer has any remaining balance — either because it's been paid in full, written off, or adjusted to zero.
Why can't I filter the Patient Aging Report by payer alone?
The Patient Aging Report filters by Type, Location, and Search patient. To review balances by payer, use the Insurance Aging Report (Reports → Insurance), which has an Insurance filter.
How do I prioritize which accounts to work first?
Sort by the 120+ days column descending to surface the oldest, highest-balance accounts first.
I don't see the MRN, DOB, or Collections columns.
These three columns are hidden by default. Hover over a column header, click the three-dot menu icon, click Manage columns, and toggle on the ones you need.