Who this is for: All Barti users who track outstanding insurance payments.
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 Insurance Aging Report tab.
Use the filter options to narrow results by Location, Status, or Insurance. The Status filter checks the status of the claim each balance is listed under. Partial Paid is not a Status option, so selecting any status hides balances on Partial Paid claims and on invoices with no claim.
Sort the report by clicking the arrow next to any amount column to sort ascending or descending.
To see which patients are associated with an insurance entry, click the + next to that entry. Each patient row shows their name and MRN.
To open a patient's profile and review their claims, click the patient's name.
To export the data, click Download CSV.
What you'll see when it works
The report shows outstanding balances owed by each insurance provider, grouped into five aging buckets:
Current
31-60 days
61-90 days
91-120 days
120+ days
Invoices with an insurance balance but no claim are listed under Missing Claim at the top of the report.
Which insurance a balance shows under
Each invoice's remaining insurance balance is listed under one insurance. It is never split between a primary and a secondary insurance.
Primary to secondary: The balance stays under the primary insurance until the claim is Paid or Partial Paid. At that point, if the claim has a secondary insurance on it, the remaining balance moves to the secondary insurance.
More than one claim on an invoice: The report uses the claim that is still open. If every claim on the invoice is Paid or Partial Paid, it uses the most recently created claim.
Aging: Balances age from the invoice's service date. The age does not reset when a balance moves to the secondary insurance.
Example: An invoice has $200 of insurance responsibility, with Medicare as primary and a supplement as secondary on the claim. Before Medicare pays, $200 shows under Medicare. After Medicare pays $150, $50 shows under the supplement, aged from the original service date.
Troubleshooting
A balance is showing under the primary insurance instead of the secondary.
A balance moves to the secondary insurance only when the claim is Paid or Partial Paid and the claim has a secondary insurance on it. Open the claim and confirm its status and that the secondary insurance is filled in on the claim. If both are correct and the balance still shows under the primary, create a support ticket at support.barti.com.
A balance shows under a vision plan, but a medical secondary owes it.
This happens when one invoice has separate claims, for example a medical claim with a secondary insurance and a vision claim without one. Once both claims are Paid or Partial Paid, the report lists the remaining balance under the most recently created claim. If that is the vision claim, the balance shows under the vision plan. To move the balance to the secondary insurance, bill the secondary insurance on its own claim for the remaining amount. While that claim is open, the balance shows under the secondary insurance.
How do I make sure my data is accurate?
Double-check the filters applied before drawing conclusions. Filtering by a specific location, status, or insurance provider can significantly change the totals shown.
How often should I review this report?
Schedule a recurring review — weekly or monthly depending on your claims volume — to stay on top of outstanding balances before they age further.
A patient's claim isn't showing up. What should I check?
Confirm the claim has been submitted and that the insurance provider is correctly assigned on the invoice. If the claim is submitted but not appearing, create a support ticket at support.barti.com.