1. It sounds like you need a custom report. Keep in mind, in Medisoft patients don't have insurance, cases do. If you can mock up a report that you want including selection criteria, sort order, grouping, and how you want the totals, then we can do most reports for $180.
2. You should really consider upgrading to Medisoft v21 which has a write-off utility since you have so many old balances that you don't intend to get to. I have written a custom Patient Insurance Aging report that will let you select by a date range. The report is not accurate because you can select ranges where the charge might exist in the range and the payment does not, or vice versa. The report is yours "as-is" for $45 and you will need Medisoft Advanced v15 or higher.
Walker Tek Solutions, LLC