Aged Trial Summary Report Instructions

Use the Aged Trial Summary Report Instructions to list the transactions that have affected the accounts receivable over the past month and compare the charges and transactions to the date the original services were performed.  Use this report to see how quickly payments and charges are being entered based on the service dates and posting dates.  You can easily monitor charges that are submitted late, payments that are seriously delayed, or adjustments that are administered prematurely by provider, by location or by insurance carrier (ATB Category).  In addition, this report compares the payment date to the date of the original service telling the practice how long it is taking insurers to pay.  You can use these statistics as a guide when making future decisions about your practice and you can identify areas that may need attention.  Generally, you will run this report at month end.

Tips:

• The Aged Trial Summary information is stored in the GMMISC file on a record called the ATS (Aged Trial Summary) record.  It is updated with services, payments, adjustments, each time the Charge/Payment Post Initialize routine is run.  When the Clear Month/Year To Date Totals routine is run the detail is cleared and the summary amounts are accumulated with the Previous AR amount.

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Aged Trial Summary Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Management Reports.

  3.  Click Aged Trial Summary Report.

   

  Aged Trial Summary Report Instructions Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Aged Trial Summary Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Groups	Enter the Groups to report. (2.0 numeric)) Tips: To enter an individual Group, simply enter the group and press [TAB]. To enter a list of groups, enter the first group code, followed by a comma (,) and the next group code.  Continue in this fashion until the list of group codes is complete. You can not enter a range at this time. Or, to search for the appropriate group code, click Search . Keyboard shortcut:  [CTRL + f].
  Print	To report locations, click Locations. To report providers, click Providers.
  Totals Only	To only report totals, click Yes. To include detail and totals, click No.
  Sort By:	To specify the sort criteria for the report, click a choice. Sort Options: Provider Number ATB Category Group
  	Displays the default printer number.  For more information, see Printing Options.
  	To begin printing to the Windows® default printer, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Aged Trial Summary Report Sample.