Account Without Payment and Without Action Note
This report helps identify accounts that require follow-up, taking the guesswork out of A/R management.
Accounts appear on this report if they have a balance, and
- No payment has been posted within the number of days specified on the report, or
- No account note with an action code has been added within the number of days specified on the report.
Account Without Payment and Without Action Note
- From the AR Follow-up menu, select Account Without Payment and Without Action Note.
- The search criteria page allows you to make specifications regarding Company, Practice, Place of Service, and Number of Days. Note: The Number of Days field (required) represents the number of days since the last payment, follow-up, or Status Note on a patient’s account. Typically, this is run at 60 days.
- Enter your search criteria then click Search.
- The report is organized into rows and columns and information is grouped by insurance class. Double-clicking on a cell in the Insurance Class column allows you to view a list of patient accounts that fit your search criteria.
- Tip: Click on the Charges column header to sort highest to lowest, allowing you to work the largest buckets first.
- Tip: Click on the Charges column header to sort highest to lowest, allowing you to work the largest buckets first.
- Click on the Patient ID to open the patient's account page.
Note: If an Account Note with an Action Note code is added, a payment is applied (within the report's date range), or the total balance is resolved, then that account will be automatically removed from the report.