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Medisoft Report

Posted: Fri Feb 17, 2023 7:58 am
by CoachHousePT
Does anyone know if there is a primary insurance aging report that allows you to use a date range instead of "Initial Billing on or Before X Date"? I'm trying to find any unpaid primary claims within the last 12 months. Any help is appreciated!

Thanks,

Casey

Re: Medisoft Report

Posted: Fri Feb 17, 2023 10:12 am
by Gavin Walker
I'm pretty sure I have one, but it is not accurate. Have you looked at the AR Tracker Window in Medisoft?

Re: Medisoft Report

Posted: Fri Feb 17, 2023 2:45 pm
by CoachHousePT
I have not. I didn't quite understand how to use it so I have just avoided it if I'm being honest.

Re: Medisoft Report

Posted: Fri Feb 17, 2023 6:28 pm
by Gavin Walker
Also, you might consider the write-off utility if you are just wanting to get rid of old A/R and only deal with more current A/R.