Generate an A/R Report

In this article, you will learn how to generate an accounts receivable by insurance carrier report.

The accounts receivable by carrier report includes all outstanding balances grouped by insurance carrier and displayed with patient name, office name, balance age, and total balance. A/R reports are available in provider and enterprise corporate accounts.

In order to generate an A/R report in a provider account:

• Select Reports from the Dashboard list
• Select AR by Carrier
• Set parameters by selecting an insurance carrier and a date range
• Click the Generate button to generate the report
  • After generating, click Export CSV to export or click Print to print.