In this article, you will learn how to generate and analyze the Insurance Aging Report in Barti to track outstanding insurance payments.
1. Access the Reports Page
- Log in to your Barti account.
- Navigate to Billing.
- Click Reports.
2. Select the Insurance Aging Report
- In the top-right corner, locate the drop-down menu.
- Select Insurance Aging Report from the options.
3. Review the Report Data
- Analyze the report to see amounts owed and the duration since they have been owed from various insurance providers.
- The report categorizes amounts into:
- Current (30 days or less)
- 31 to 60 days
- 61 to 90 days
- Over 90 days
4. Filter the Report
- Use the filtering options to narrow down results by specific insurance providers or locations.
5. Sort the Report
- Click the arrow next to the amount columns to sort the data in ascending or descending order.
6. Download the Report
- Select the option to export the report as a CSV file.
7. View Patient Details
- Click the + next to an insurance entry to reveal associated patients.
- Click a patient's name to access their Patient Profile and review their claims.
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.
FAQ
Q: What do the aging categories represent?
A: The report categorizes outstanding insurance balances into four time buckets: Current (30 days or less), 31 to 60 days, 61 to 90 days, and Over 90 days.
Q: Can I filter by insurance provider or location?
A: Yes. Use the filtering options to narrow results by specific insurance providers or locations.
Q: How do I sort the report data?
A: Click the arrow next to any amount column to sort in ascending or descending order.
Q: How do I export the report?
A: Select the CSV export option to download the report data.
Q: What should I check to ensure accurate data?
A: Double-check your filtering and sorting options. Also be aware of any updates or changes in Barti that may affect report generation.
Q: How often should I review this report?
A: Schedule a recurring review of the Insurance Aging Report to stay on top of outstanding payments.