The Patient Aging Summary Report is found in System Reports | Billing and shows total accounts receivable for each patient. This report allows a practice to see all patient balances and quickly identify which patients have the largest balances. It is a great tool to use to monitor outstanding balances and take action. There are different filtering options to get specific information about specific balance values or how long a balance has been aging.

Looking for Patients with a Credit?
In order to identify patients with a credit users can run the Patient Aging Summary. This can be caused by an error by the biller or insurance company. To find this information run this report by putting a negative amount in the "Minimum Balance" field and 0 in the "Maximum Balance" Field. By doing this the report will only show patients with a negative balance. This will help a practice identify potential errors that need to be corrected or issue credits.