PERMISSIONS REQUIRED: You must be a Billing Manager to access the Billing Aging Report.
The Billing Aging Report shows any money that is left on the table, and how long it has been there. Anything in a non-paid status or patient responsibility will populate the aging report as aged funds.
NOTE: Only system generated billing statuses communicate with the aging report.
To make sure that you are receiving the most accurate information, ensure that you are receiving your remittance inside, and updating the activity logs. Contact claims@sharenote.com for assistance with your remittance.
- Hover over the Managers tab in the navigation bar, locate Direct Billing in the drop-down, then select Billing Aging Report.
- The Aging Report will display.
- The Aging Report defaults to the Client View. You change the report view by clicking the A/R View drop-down and select the appropriate View from the list.
- Click Export to Excel to download the report.