Medisoft Custom Reports

This report includes information on the Primary Insurance Aging report and also includes the percentages of the aging total for each time frame.

This report includes all information from the Primary Insurance Aging report, and includes the % total for each time frame total balance as well as any transaction notes enter in transaction entry.

This report includes all information on the Primary Insurance Aging report and also lists the patient policy number and the % total for each time frame balance total. This report also allows you to filter for any primary insurance aging balances incurred on or after a specific date.

This report is a concise summary of aging by insurance company. It provides the insurance company name, the breakdown of the aging up to 180 days past due, the total balance for each insurance, and the totals for each aging category.

This is a primary insurance aging report that allows you to filter by Biling Code; located in the Case, under the Account tab.

This report provides a summary primary aging report that calculates balances based on responsibility. It includes both a line for insurance responsibilities and a line for patient responsibilities.

This report provides detailed patient aging information ordered based on the date of service. The filter will default to any charges on or before today’s date. You can change this to see charges entered on or before a specific date.

This report provides patient aging information organized based on the date the first statement was issued. The filter will automatically populate with today’s date, but can be changed to reflect charges/payments/adjustments on or before a specific date.

This report provides patient aging information ordered by date of service based on the payors allowed amounts.

This report provides patient aging information based on the date of service. It is ordered by the account balance, in descending order. Aging categories include 0-30, 31-60, 61-90, and 91+ days past due.

This report provides patient aging information that falls into the 31-60 days past due from the date of service category. If any of these patients have older balances, the 61-90 days and 91 days and over past due categories will report those amounts.

This report shows patient aging information that falls into the 61 days past due category from the date of service. If these patients also have an older balance, the 91 days and over past due column will report the amount due.

This report provides patient aging information for the category of 91 days or more past due from the date of service.

This report provides patient aging information from the date of service and also includes more aging categories. Additional categories are 91-120, 121-150, 151-180, and 181+ days past due.

This report shows patient aging information from the statement date. Extended aging categories are included with 91-120, 121-150, 151-180, and 181+ days past due.

This report shows primary insurance aging information with extended aging categories of 91-120, 121-150, 151-180, and 180+ days past due. This report is ordered by insurance company and allows you to filter the report for one insurance company or a group of insurance companies.

This report provides patient remainder balance aging information with additional aging cateogies. Extended aging includes 91-120, 121-150, 151-180, and 181+ days past due.

This report provides patient remainder balance aging information sorted by the largest patient remainder balance. The patients are listed in order of descending balance amount.

This report provides primary insurance aging information with extended aging categories of 91-120, 121-150, 151-180, and 181+ days past due.

This report provides a summary of primary insurance aging information organized by insurance company. This also includes extended aging categories of 91-120, 121-150, 151-180, and 180+ days past due. This is helpful to compare the aging between insurance companies.

This report provides primary insurance aging organized by insurance class. This also gives you the option to filter the report for a specific insurance class, or a group of insurance classes.

This report shows summary aging information organized by procedure code. It also includes extended aging categories of 91-120, 121-150, and 150+ days past due. This is a good report to show which procedures are taking longer to get paid.

The Primary Insurance Aging is a report that provides aging information on primary insurance balances. This differs from the Primary Insurance Aging report in Medisoft by also reporting the patient’s insurance policy number.

This report includes all information on the Primary Insurance Aging report and also lists the patient policy number and the % total for each time frame balance total. This report also allows you to filter for any primary insurance aging balances incurred on or after a specific date.

The Primary Insurance Aging Detail (aged by DOS) includes primary insurance aging information with the patient’s policy number and the % total for each aging category. It is organized by primary insurance company and allows more filtering options including filter by code, billing date, attending provider, date from (or or before), date from (range), or chart number.

The Primary Insurance Aging Detail Extended (180+) DOB, SSN report includes detailed primary insurance aging with extended time categories up to 181+ days past due. This also shows the patient’s insurance policy number, date of birth, social security number, and % total for each aging category.

The Primary Insurance Aging Detail (Extended 180+) Date of Service report includes primary insurance aging detail with additional columns for 121-150 days past due, 151-180 days past due, and 181+ days past due. This report also shows the patient policy number and the % totals for each aging category.

The Primary Insurance Aging Detail (Extended 180+) DOB Date Range report includes detailed primary insurance aging with additional past due categories up to 180+ days past due. This report also includes the patient’s policy number, date of birth, and % totals for aging categories. It also allows for further filtering by offer an option to filter by inital billing date range.

** Report does not show aging, only totals **

The Primary Insurance Aging Detail (Extended 180+) DOS report provides detailed primary insurance aging information with extra date ranges up to 181+ days past due. It also includes the patient’s policy number, the % totals for each aging category, and the ability to filter by date of service within a specific time range.

The Primary Insurance Aging Detail (Extedned 180+) MW report gives detailed primary insurance aging information with the patient’s policy number and % total of each aging category. This report has filters for date created and date from that default to today’s date, but these can be edited to search for different ranges.