Understanding The Aging Report

This article explains where each number comes from and helps you better understand how to read the report efficiently.

The Aging report in Dentrix allows you to track which patients owe you money. It breaks down how old (aged) the debt is and how much of the money is estimated to be the patient or insurance portion. Additional options allow this report to display Guarantor Notes and/or a breakdown of provider balances. For more information, see the How to Run an Aging Report In Dentrix article. 

Body of Report

• Patient Name - Guarantor's Family File
• Phone number - Guarantor's Family File
• Billing Type (BT) - Guarantor's Family File
• Last Statement Date - Ledger (see Last Statement Date in Ledger for more information)
• Agreed Payment - Ledger Payment Agreement or Future Due Payment Plan
• Last Payment Amount/Date - Ledger
• Aging, if run by Last Closed Month - Ledger (TOTALS.DAT)
• Aging, if run by Calculate aging as of - calculated based on entries in the database (Proc_Log.dat)
• INSR EST (Insurance Estimate) - Ledger Total Expected from Insurance, which includes secondary insurance if available and respects Plan Maximums (see Differences Between the Aging Report and the Insurance Claim Aging Report for more information)
• Guar Part (Guarantor Portion) - Account Balance (-) the Insurance Estimate
• Account Balance - Ledger

Summary of Report:

• Totals - Adds appropriate categories from all patients listed
• Percent - Current, 31-60, 61-90, OVER 90 add up to 100%; INSR EST and GUAR PART add up to 100%; Balance is always 100%

Symbols on Report:

• * - Payment Agreement
• ^ - Outstanding claims billed to medical insurance