The Insurance Claims Aging report lists insurance claims that have not been paid. The primary and secondary claim amounts will each be totaled and printed with a combined total at the bottom of the report.
Note: This report does not include claims created on the day it is being run; for example, claims created on 01/12/2024 will not show on the report run on 01/12/2024. The claim created on 01/12/2024 will show on the report the next day, 01/13/2024.
To generate the Insurance Claims Aging report, take the following steps:
- From the Office Manager menu bar, select Reports and choose Insurance Aging Report.
- The Insurance Claim Aging report dialog box displays. Complete the screen outlined below and click OK to send the report to the Batch Processor.
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- Report Type - Select Dental to include dental insurance carriers or Medical to include medical insurance carriers.
- Report Date - Enter the date to be printed on the report. Defaults to the current date.
- Select Patient - Click > by the From and To fields to select the starting and ending patient range, or leave it as the default to include all patients.
- Select Primary Provider - Click > by the From and To fields to select the starting and ending provider range, or leave it as the default to include all primary providers.
- Select Insurance Carrier - Click > by the From and To fields to select the starting and ending insurance carrier range, or leave it as the default to include all insurance carriers.
- Minimum Days Past Due - Select the desired minimum days past due radial button or select Over 0 to include all claims.
- Print to File - Select this option to save the report as a tab-delimited file. Enter a name for the report followed by a .txt extension. The report will be saved in the Exports folder located in the Doc directory (e.g., C:\Program Files\Dentrix\Doc\Exports).
A summary of the fields displayed on the report itemized for easy reference:
- Sent - Date the claim was sent
- Service - Date of service.
- Tracer - Date a tracer was sent.
- On Hold - The date the claim was placed on hold.
- Re-sent - Date the claim was re-sent.
- Patient Name - Patient's name on the claim.
- Birthday - Patient's birthday on the claim.
- Subscriber - Patient's subscriber name.
- Assign. of Benefits - Assignment of benefits.
- ID Num - Subscriber ID number of the patient.
- Estimate - Estimated insurance payment.
- Total - Amount billed to insurance. The amount will be placed in the Current, 31-60, 61-90, or > 90 columns based on how long ago the claim was sent.
- Claim Status Note - Any status notes added to the claim (if selected from report options).
For more information on creating a powerful, interactive view of ALL outstanding claims that you should do monthly, see the Other Tips and Tricks section in the How To Post A Batch Insurance Payment article.
See the Creating Reports and Tasks Scheduler Queues article for information on scheduling this report/task to run automatically in G6.5 and higher.
