Payer Reports

For each current benefit policy in your system, the Aging by Current Payer report will give you the following information:

Current payer name	121-150 days	Revenue adjustments
Profit center	Over 180 days	Revenue adjustment reversal
DOS	Charges	Charge adjustment
Billed date	Charge reversal	Interest
Balance	Payment	Write off
0-30 days	Payment reversal	Write off reversal
31-60 days	Take back	Provider level adjustment
61-120 days	Refund	Payment
91-120 days	Refund reversal

Start by selecting the accounting period end date and then select either the billed or service date:

The report results will look something like this:

As with all reports, the Aging by Current Payer report can be saved in an XML, CSV, PDF, MHTML, Excel, TIFF, or Word format. In addition, it can also be printed.

What's in it?

Activity Summary contains information about charges, allowances, payments, adjustments, write-offs, expected CO-45, and refunds by payer.

To run the report:

1. On the navigation bar, click Analyticsand then click Reports.

2. Scroll down the list and click Activity Summary by Primary Payer.

3. Start and End Date: Pick how far back you want the report to start and the date you want it to end.

4. Level of Service: Click to select All or one or more levels of service.

5. Click View Report.

Recommended use

Run anytime to compare net charges against payments and as a tool to determine your company's health. Try running separate reports for several months in a row, and then compare the reports to understand the trajectory of your business and find monthly patterns.