Payer aging report
Allow me to run an aging report for payers by client so that I can follow up with payers.
39
votes
Anonymous
shared this idea
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Katie Duntley commented
Be able to run the "Invoice Aging" report but by Service Date instead.
Filter option to exclude all balances at $0.00
Filter option to select payer OR client OR both -
Linda Morris commented
YES! THIS!
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Christy Samms commented
There is a way to do this under BILLING, PAID/PROCESSED tab, sort by date, then download the .csv and you can sort by payer!
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Christy Samms commented
YES PLEASE!
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Alison Jimenez commented
i would like to be able to run an insurance aging report that can be sorted by the insurance company.