Clean-Up Your Accounts Receivable (A/R)

A clean Aging Report helps to ensure you are able to quickly and easily send patient statements, see outstanding insurance and patient payables, and allows for timely payment screen uploads. We recommend taking advantage of slower times to stay on top of your accounts receivable.

Best Practices

• Keep your Search Status Filters Active during this process
• Use the Search Criteria Filters to your advantage to work one Payor at a time 
• Use the Patient or Exam Hyperlinks to easily access the Patient Account Pod - this is a great way to see an exam

Additional Resources

• How to Handle Adjustments & Corrections
• How to Undo a Voided Invoice