Description:

This guide reviews how to track insurance aging through the billing tools section in accounting.

Applies To:

TheraOffice Customers

Steps:

1. Navigate to the Backstage Menu > Accounting > Insurance Aging.

2. Enter in the date range and facility or facilities you want to look at insurance aging for. Then, click "Search."

3. A list of all of the insurances that have claims aging within the data range you entered will appear.

4. Double click on an insurance to view more specific information about the patients that have claims aging with that insurance.

5. Use the tools at the top of the page to view patient and/or case information.

Please note that there are other places in the software to track insurance aging. Please see Insurance Aging - Summary Report, Insurance Aging - Detail Report, and/or Insurance Aging Widget.