Aging Summary Dashboard

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Description

The Aging Summary dashboard provides a breakdown between Responsible Party (RP) Aging and Insurance Aging.

How can I apply this information to my practice?

This dashboard will provide an overview of your aging, indicating the breakdown between Responsible Party (RP) Aging and Insurance Aging to help give you a better view of which aging categories need more attention.

This dashboard also highlights aging over 90 days so you can focus on late payers. In addition to providing an overall summary of aging, which includes both patient and insurance amounts, it also allows you to see if you need to focus more on collection during a particular aging category.



Steps



What are the different views and how are they calculated?


RP aging summary

This view shows RP owing for different aging categories. These amounts are all based on the patient portion. The categories are: Patient 0-30 days owing, Patient 30-60 days owing, Patient 60-90 days owing and, Patient over 90 days owing.


How is the dashboard data calculated?

For further insight into the data on this dashboard, follow these steps for number generation in Curve Hero Reports.



Insurance aging summary

This view shows Insurance’s owing for aging categories. These amounts are all based on the insurance provider portion. The categories are: Insurance 0-30 days owing, Insurance 30-60 days owing, Insurance 60-90 days owing and, Insurance over 90 days owing.

Use this data to follow up with providers who have outstanding balances with your practice.


How is the dashboard data calculated?

For further insight into the data on this dashboard, follow these steps for number generation in Curve Hero Reports.



% of total AR over 90 days

This view shows the percentage of total accounts receivable (AR) over 90 days. The categories are: Total <90 Owing and Total >90 Owing.

Many industry experts recommend that no more than 20 percent of AR should be aged 60 days or more. Use this dashboard to help keep your AR in check.


How is the dashboard data calculated?

For further insight into the data on this dashboard, follow these steps for number generation in Curve Hero Reports.



Overall aging summary (Patient+Insurance)

This view shows total owing (Patient+Insurance) for different aging categories. The categories are: Total 0-30 Owing, Total 30-60 Owing, Total 60-90 Owing, and Total >90 Owing.


How is the dashboard data calculated?

For further insight into the data on this dashboard, follow these steps for number generation in Curve Hero Reports.