Insured Billing and Private Billing are stored in separate tables. We report on Insured and Private billing separately through Billing - Month End Insured and Billing - Month End Private. To make things easier, we also combine these tables in Billing - Month End (Insured / Private) except for the bottom A/R pivot of 30/60/90/180/365+
Billed / Paid / Write Off Created Date: The created date ranges for billing, paid and write off tables (likely the accounting month). Using created date is recommend over service date as service date totals will change if billing is added after the reports are run in the service date range.
Billed / Paid / Write Off Service Date: The service date ranges for billing, paid and write off tables (likely the accounting month). This filter is defaulted off (is any time).
AR Created Date: Claims created before this date will not be included in the accounts receivable reports. For example, if is before Dec. 1st any claims created Dec. 1st on will not be included in the accounts receivable. Accounts receivable is a snapshot at that point in time and can change as claims are paid off. It is recommended to run on the 1st of the month (this can be scheduled through Looker).
AR Service Date: Claims with a service date before a certain date can be excluded. This filter is defaulted off (is any time).
Billed: All billings created in the billed date range.
Tax: All tax billings created in the billed date range.
Paid: All payments created in the paid date range.
Write Off: All write off's created in the Write Off date range.
Accounts Receivable: All claims with a balance who's status is not completed or cancelled (open bills) with a date before the AR service / paid dates. Outstanding claims are listed in < 30 days, 30-60 days, 60-90 days, 90-180 days, 180-365 days and > 1 year.
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