[HIDDEN] Aging Summary Dashboard

Print

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.



Copyright © 2022 by CD Newco, LLC, USA Proprietary and Confidential All Rights Reserved.

Disclaimer: All information presented herein is solely intended to train employees of Curve Dental customers on the use of the software application described in this Community Article and to illustrate how Curve software can be integrated into a typical practice’s operations. Statements and examples used in this Community Article are not intended to contradict or in any way override the written or verbal instructions of the leadership of the customer (“Licensee”). The Licensee is responsible for establishing its own practices and procedures and making each of its employees familiar with them, including those related to the use of the application described in this Community Article. Nothing in this Community Article should be construed to be instructing any Licensee employee to violate any Federal, State, Provincial or other jurisdictional law or regulation; or to violate any aspect of the Licensee’s established practices and procedures. The information contained in this document is the copyrighted property of CD Newco, LLC. No part of this document may be reproduced, republished, translated, stored in a retrieval system, or transmitted in any form, or by any means, mechanical, photocopying, recording, or otherwise, without the prior written consent of CD Newco, LLC. Licensees may print copies of this Community Article for their own internal use. CD Newco, LLC may take any action permitted by law to enforce its rights hereto. The information contained in this document is subject to change without notice. The enclosed materials are not a contract and create no rights upon the reader or obligations of any kind on CD Newco, LLC or its affiliates. CD Newco, LLC reserves the right to make changes to any products or services described in this Community Article at any time without notice. CD Newco, LLC shall not be liable for the actions or inactions of the reader in reliance upon the information contained in this document.

Trademarks: Curve is a registered trademark of CD Newco, LLC. Any other product and company names used herein are the property of their respective owners.

Version: This documentation was prepared in conjunction with the latest release of the subject matter of this Community Article, but may be utilized with future releases until such time that more current materials are published.

Comments: Any comments or suggestions regarding the information herein are welcome and should be emailed to the attention of: support@curvedental.com.

P Please consider the environment before printing this quick guide.