The Insurance Aging Report includes each insurance carrier with outstanding claims, including the insurance plan name, group plan name, insurance phone number, group number, and each outstanding insurance claim for the insurance carrier. The insurance claim information includes a notation of primary or secondary, the date the claim was sent, the date a tracer was sent, the date the claim was placed on hold, the date the claim was re-sent, any status notes, the patient name, patient birthday, subscriber name, subscriber ID number, estimated insurance payment, and the amount billed to insurance. The amount billed to insurance will be placed in the Current, 31 – 60, 61 – 90, or > 90 column based on how long ago the claim was sent. The primary and secondary claim amounts will each be totaled and printed with a combined total at the bottom of the report.
To generate the report, in the Office Manager, click Reports, point to Ledger, and then click Insurance Aging Report.
For more information, view the Insurance Aging Report in Dentrix Help.