Month End: Insurance Class Aging Minus Liens and Credits

The Insurance Class Aging Minus Liens and Credits report contains a complete list of your outstanding A/R for each insurance at the close of the month. A patient’s account may be listed under multiple insurance classes. For example, a patient may be listed under Blue Cross (BX) if there are unpaid claims pending from Blue Cross, and they may also be listed in Cash Patient (CP) if they have an unpaid patient balance. The Cash Patient (CP) insurance class includes Unassigned Payments.

Note: This report is a static snapshot of your billing data taken when the month was closed. It is captured after all Month End procedures are completed in WebPT Billing. Any changes will be reflected in the next month's data.

Run the Report

Navigate to the Month End Reports menu and select Insurance Class Aging Minus Liens and Credits.
Indicate the Company, Practice, Location, Month, and Year you want to analyze, then click Search.
Results display below. Drill Down on each individual Insurance Class to see a breakdown by each insurance within the class.
1. Ins Class: The code assigned to a particular payer or group of payers
2. Ins Class Desc: A description of the Ins Class
3. Location: The Clinic Location(s) included
4. Current, 30, 60, 90, 120, 150, 180: Amount of outstanding charges within the aging bucket. For example, amounts in the 60 bucket have been awaiting reimbursement for 60-89 days.
5. Total: Calculated using the formula (Current + 30 + 60 + 90 + 120 + 150 + 180)
The drill-down displays the Insurance Class Aging Minus Liens and Credits Within Class page. Drill down further to view all patients within a specific Ins Name and their corresponding aging.