Primary Insurance Aging

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gary1971
Posts: 1
Joined: Tue Jan 08, 2013 11:47 am

Primary Insurance Aging

Post by gary1971 » Tue Jan 08, 2013 12:05 pm

We have version 17 of Medisoft and we are able to do Primary insurance aging but unable to set the date parameters. It only gives us an "initial date" which runs a report from that date to the beginning of time. How can we run a Primary Insurance Aging report and set the parameters for a specific time frame ?? For example, how can we run a Primary Insurance aging report that gives us data to include only those unpaid insurance claims sent out between Aug 1, 2012 to Aug 31, 2012? The current version only allows us to set an initial date which takes the report back from that date to the start of the practice (2001) which is 841 pages. Thank you for your help.

G

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Gavin Walker
Posts: 4625
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Primary Insurance Aging

Post by Gavin Walker » Tue Jan 08, 2013 4:51 pm

Hi Gary, I just double checked. All of the Insurance Aging reports were modified to run with an "As Of" date with the Medisoft v15 release. The reason for that is the reports were not accurate if you used a "From" date. My suggestion is to write off all of those old balances so you can get a clear picture of what your A/R is. Small Balance Write Off can help some, but it sounds like there is a lot of clean up to do.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

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