Objective

To provide a clear and concise procedure for team members to effectively review the aging report in Barti, ensuring accurate tracking of amounts owed and minimizing errors in financial reporting.

Overview Video

Key Steps

1. Access the Aging Report 0:13

• Navigate to the billing section in Barti and locate the reports page. From the top right-hand drop-down menu, select 'Aging Report'.

2. Filter the Report 0:31

• Utilize the filtering options to view amounts owed by patient and insurance or by patient only. If applicable, filter by location as well.

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3. Sort the Report 0:41

• Sort the report based on patient name, current amount owed, number of days since owed, and total amounts.

4. Download or Print the Report 1:03

• Once the report is reviewed, you can download it as a CSV file or print it for your records.

 Link to Video 
FAQ

• When will a patient drop off my aging reports?

  • When the invoice no longer has any balance. 

     

• How can I prioritize this list ?
  • Use the sorting feature to prioritize which accounts to address first based on the number of days owed.