Detailed Aging Report - PM
Generate a report that displays all services (opened and closed) and their aging balances.
Note: If more than one guarantor has liability distribution, this report will be separated by guarantor.
Note: If more than one guarantor has liability distribution, this report will be separated by guarantor.
- Go to: Avatar PM > Billing > Billing Reports > Detailed Aging Report
- In the Service From Date and Through Date fields, enter the date range of services to include in the report.
- In the Guarantor(s) field, select the guarantors to include in the report.
- In the Program(s) field, select the programs to include in the report.
- In the Client field, select a client, if you want to limit the report to a specific client.
- In the Location field, select a location, if you want to limit the report to a specific location.
- In the Service field select a service code, if you want to limit the report to a specific service.
- In the Practitioner field, select a practitioner, if you want to limit the report data to a specific practitioner.
- In the Enter Aged Over field, enter the number of aged days to limit the report data to services aged over this many days.
- Select Process to generate the report.