Who this is for: Billing staff and practice managers who monitor outstanding insurance and patient balances.
Steps
In the left navigation, click Reports, then Insurance.
Click Patient Aging Report for patient balances, or Insurance Aging Report for payer balances.
On the Patient Aging Report, choose the scope:
Scope | What it shows |
Patient + Insurance | Outstanding balances for both patient and insurance responsibility — use this for full AR monitoring |
Patient Only | Outstanding patient balances only |
Apply any additional filters, such as Location.
The report updates automatically as you change filters.
Reading the report
The aging report groups outstanding balances into five buckets by age: Current, 31-60 days, 61-90 days, 91-120 days, and 120+ days. Use this to prioritize follow-up — work the oldest buckets first.
To drill into a specific patient's balance, double-click on their name in the report. This opens the detailed invoice view for that patient.
Showing MRN, date of birth, and collections
The Patient Aging Report carries three columns that are hidden by default. Turn them on when you need them:
MRN — the patient's medical record number, for matching against another system.
DOB — the patient's date of birth, useful for telling apart patients with the same name.
Collections — the balance on invoices sent to collections, kept separate from the aging buckets.
To show them, hover over any column header, click the three-dot menu, click Manage columns, and toggle the column on. Your choice is remembered for next time.
Switching Collections on also adds a collections total to the summary at the top of the report.
Related reports
Report | How to access | Use it for |
Patient balances | Reports → Insurance → Patient Aging Report → Patient Only | Identifying patients with outstanding balances |
Standard Report | Reports → Billing → Standard Report | Reviewing charges billed in a date range |
Payment Method | Reports → Billing → Payment Method | Analyzing payments received by payment type |
Troubleshooting
The report is showing a claim as outstanding but it shows Paid in the Claims view.
The invoice may have a remaining balance that wasn't fully zeroed out when the payment was posted. Open the invoice and confirm all payments, write-offs, and patient responsibility amounts are correct.
I need to filter the aging report by a specific insurance payer.
Use the Insurance Aging Report (Reports → Insurance), which has an Insurance filter. The Patient Aging Report filters by Type and Location only.
I can't find the MRN, date of birth, or collections column.
All three are hidden until you turn them on. Hover over a column header, click the three-dot menu, click Manage columns, and toggle on MRN, DOB, or Collections.