Combined A/R Detail

  • Updated

The Combined A/R Detail report is a way to see charges, payments, adjustments, patient responsibility, and balance of individual receivables. This report can be used to gain deeper insight into receivables at the individual claim and service level. AveaOffice claims and billables in an open state will appear on this report. 

This report combines insurance claims and patient balances into one report.

Creating the Report

Go to the Reporting section from the left-side menu. This Report is only available at the Organization level. Under Accounting Reports, select Combined A/R Detail.                                                   

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Report Options

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Choose one or more practices in the drop-down.

Report Date

The report will pull all claims and/or billables that have a submission date or DOS Start prior to the date selected.

Age-basis Date

Submitted Date will generate a report with claims based on the date the claim was submitted

Service Date will generate a report with claims based on DOS Start

Claim Type

All (default) Balances will provide balances based on on both insurance receivables and patient receivables

Insurance Only will provide balances based on insurance receivables only

Private Pay Only will provide balances based on patient receivables only

Receivables will appear as Private Pay if Patient Billables were created/approved using AveaOffice Patient Billing.

Run Report

Click Run Report to run the report using the selected filters.

Refresh Data

To improve report speed, report and dashboard data is cached up to the last 24 hours. To use real-time data, click Refresh Data to update reports results using the most recent data.

Download

Choose Download to export the report data as CSV. Your CSV file can be opened with Excel.

Results

The Combined A/R Detail report produces a table with where each row represents an individual service line based on report date and age-basis date selected. Results include: Patient, Patient ID, MRN, DOS start, DOS end, Service, Payer, Claim ID, Units, Insurance Charges, Expected Allowed Amount, Insurance Paid, Insurance Adjusted, Deductible, Co-insurance, Co-pay, Patient Responsibility (sum of PR and 100 adjustments for the claim), Patient Paid, Patient Balance (Insurance Charges - [Insurance Paid, Insurance Adjusted, Patient Paid]) + [Deductible, Co-insurance, Co-pay, Patient Responsibility]), Practice Name, Facility Name

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Calculations and Definitions (Report Output)

Column Definition/Calculation
Patient Patient Name
Patient ID Patient ID
MRN MRN
DOS Start First Date of Service on Claim
DOS End Last Date of Service on Claim
Service The Service Name
Payer Payer Name
Claim ID AveaOffice generated Claim ID
Units Number of Units for each service on the claim
Charges The claim charges for a specific service that went to insurance or the charges for a private pay billable
Expected Allowed Amount Payer Rate multiplied by units
  • When no payer rate is entered, then it is calculated as the(Facility Service Rate x Number of Units).
  • When a Service Rate is entered at the Patient Level (ex. single case agreement), Expected Amount will be reported as the amount entered for the patient's service rate. In other words, the patient's service rate will override the payer profile and facility rates in the report.
Insurance Paid The amount(s) the insurance company paid on the claim
Insurance Adjusted The total insurance adjustments for the claim, excluding PR and 100 adjustments (see Patient Responsibility Column)
Deductible The deductible amount as entered on the insurance payment
Co-insurance The co-insurance amount as entered on the insurance payment
Co-pay The co-pay amount as entered on the claim
Patient Responsibility Sum of PR and 100 adjustments for the claim
Patient Paid The amount the patient paid that is applied to the claim
Patient Balance (Insurance Charges - [Insurance Paid, Insurance Adjusted, Patient Paid]) + [Deductible, Co-insurance, Co-pay, Patient Responsibility])
Practice Name The practice at which the patient was admitted for the claim
Facility Name The facility within the practice at which the the patient was admitted for the claim

Tips and Tricks

Use this report as a companion to the Combined A/R Summary. If concerns are identified on the summary report, use the Combined A/R Detail to filter down to the patient and review claims. You can also use Excel to drill down and find out which services, payers, or locations have the greatest outstanding balance, in order to focus your collections efforts.

Search by patient name or claim ID to filter the report without having to download to excel.

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