3. Configuration and Customization Options for insaging

You can change how the report ages receivables, ask Partner to recalculate aging to a different date, limit the report to a specific provider, and make many other changes. Here is the options screen you will see when first running insaging:

Aging Options

• Aged How?

  By default, insaging calculates the age of your A/R by the "Transaction Date."

  You can set insaging to age by "Posting Date", which is when each charge was entered into your system. This will change the amounts in the report's aging categories if your office often posts visits long after they occur.

  Finally, you can choose to age by "Payor Date," which ages by the date each balance became the current carrier's responsibility. For example, charges that have recently been forwarded to a secondary insurance will appear as "Current" even though the transaction occurred more than a month ago.

• Aged as of what date?

  Since aging calculations involve every charge on your system, they are performed each night and stored in a "Nightly File". insaging uses the previous evening's Nightly File by default. You can tell insaging to regenerate a file representing unpaid charges aged to any date you prefer. Once you have regenerated an aged nightly file, you can select that report again by choosing the "Use Existing File..." option.

Output Options in insaging

• Destination

  Choose whether you want to view the report on your screen, mail it to your e-mail inbox, or print it on a specified printer.

• When To Run

  Run the report "Right Now" and have your terminal wait for the job to finish, run it "In The Background" so you can go on and do other things at the same time, or schedule the job to run "Later At" a specified time.

• Generate...

  You can include charges for all providers, or select individual providers or a provider group. PCC can help you set up any provider group you would find useful for A/R Analysis.

  As with aging, all credits are assigned (by default) to the Office provider. If this provider is not included when the report is run, then no credits will be reported.

Understanding and Configuring Insurance Groups in insaging

• insaging tallies charges by the plan they are pending. Charges that do not pend an insurance company are totaled in the Personal line of the report.

• If you see a blank line in the middle of the insaging report, there is an active insurance group in the Table Editor (ted) with no plans assigned to it.

• Use the byins program to review how your insurances are grouped. Edit your Insurance Companies and Insurance Groups tables in ted) to regroup plans if necessary. For example, you may want to consolidate two insurance groups with very few plans and little activity, or you may choose to break up an insurance group if it represents a large portion of your business and you want to track it more closely.