The following information contains detailed descriptions for the metrics available in the Accounts Receivable category of the Pulse module.
The A/R Trend metric displays money owed to the practice from all payors (e.g., patient, insurance, guest, and collections). As more gets billed to these accounts, the number goes up and is balanced by payments or adjustments.
- The data displayed is equal to the Aging Report. This report can be viewed in Reports > Accounting > Aging Report > ensure all filters match the filters selected in Pulse.
- The A/R Trend report uses the same logic as the Aging Report and provides a way to see how the accounts receivable balance has changed over time.
- Balance is captured every night.