A/R Aging report for 3.0+

OpenEMR Development
1

tmccormi wrote on Tuesday, March 31, 2009:

Does anyone have a standard A/R aging report for the new version (sans SQL-Ledger)? 

The usual criteria is a report that lists Patient (Head of Household/Subscriber) with 30/60/90/120 balance aging and basic contact.

Options would be by Dr and or by facility sorts and summary totals.  Filter by Ins Due -vs- Patient Due like the colelction report. 

Just added age in day to the collection report would be a start.

If this has not been done MI2 will write it post haste, we have customers that need it ASAP.

-Tony

2

tmccormi wrote on Tuesday, March 31, 2009:

OK, I’m blind the ‘Collection report’ has an option for aging columns that meets the need for now.

One issue from a user perspective is that a "Collection Report" is typically just for reporting on people that have been turned over to "collections".

This report is really a Accounts Receivable report. 

It also is more than a report since it seems to be able to mark accounts for collection, though it’s unclear what that does or what you are supposed to do with the data dump that is displayed.

Seems like two different jobs, to me.  Reports should read-only activities. 

Otherwise it should be a "Collection Batch Process" .

There should be a definite difference otherwise it’s very confusing to the users where to do what.

–Tony