The “A/R Summary Extract Report” located in the Charts & Reports module, allows users to view in detail, the outstanding A/R over a specified date range. Columns include invoice numbers, totals including over-payments (if applicable), and event details.
- The “A/R Summary Report” will create a PDF of the information.
- The “A/R Summary Extract” will export the information to Excel.
The “A/R Summary Extract” report can be run by either Service Date or A/R Note Date.
Please note, invoice date (column G) is the original file date of the claim. Users can sort by this date to determine the true aging of the claims.
See below for screenshots showing all of the columns of the A/R Summary Extract report:
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