Review Payer A/R Summary (insaging)
insaging report shows you an aged summary of your practice’s outstanding charges broken down by insurance group. It is a helpful collection tool that can show you which carriers owe you the most money and how old those balances are. The
insaging report is also a quick way to see your total A/R, and it will help you determine which insurance carriers need follow-up attention.
When used in conjunction with other reports, like inscoar,
insaging helps explain the state of your receivables. For example, if you know that an insurance company comprises a large portion of your outstanding receivables, yet only represents a small fraction of your patient population, you may use that information the next time you review the payor’s contract.
Sample Tasks for insaging:
Find out the total amount pending the Acme Insurance Group and how much of that amount is over 120 days old.
Track your account receivables month by month and see if you are making progress with your collections.
Identify problem carriers that need special attention; identify insurance groups with old outstanding debt that may approach timely-filing limits.
Run insaging and Read the Report
You can find the
insaging report in the “Insurance Billing” section of the “Billing Functions” window in your Partner Windows. You can also run it by typing
insaging at a command prompt.
From the opening configuration screen, press F1 – Generate Report to view the report. (For report configuration options, see below.)
Here is a sample
Insurance Company Aging Report Generated on 06/01/00 By Transaction date, As of 05/31/00 All Providers Current 30 – 59 60 – 89 90 – 119 120+ Total Perc ———————————————————— Personal 3,515 9,410 12,994 9,408 24,342 59,671 32% Other 7,357 777 399 0 0 8,534 4% Anthem 361 230 0 0 0 591 0% Aetna 3,392 2,011 0 0 0 5,403 2% Aetna/HMO 2,542 171 105 0 0 2,818 1% Affordable 1,185 497 171 0 0 1,853 1% BCBS 4,652 1,024 385 0 0 6,062 3% CIGNA 9,016 1,228 466 1,736 1,846 14,294 7% HARRIS 1,544 1,015 215 24 0 2,798 1% HUMANA 5,056 855 89 2,973 1,363 10,336 5% Medicaid 829 41 0 0 0 870 0% ONE Health 1,089 782 51 0 0 1,922 1% PHCS 8,089 2,716 336 0 0 11,142 6% . . . . . . . . . . . . . . . . . . . . . . . . UNITED 5,897 793 331 3,370 1,685 12,076 6% ———————————————————— Total 69,922 26,034 18,421 20,323 47,055 181,757 Percentage 38% 14% 10% 11% 25% Total Aging 181,757 Personal Credits across entire practice 57,127 Medicaid Credits across entire practice 0 ———- Total A/R 124,629
Your practice’s total outstanding balances are shown with one row for each insurance group. The columns split each insurance group’s total into aging categories.
Note: The report includes a “Personal” insurance group for outstanding personal charges.
For each insurance group,
insaging lists the outstanding A/R that is “Current” or less than 30 days old, 30-59, 60-89, 90-119, and over 120 days old. The total outstanding balance and the percentage of your practice’s total A/R are also listed. At the bottom of the report, you can see the “Total Aging” A/R, along with the total outstanding personal and Medicaid credits (if any).
Use Insaging to Target a Group that Requires Further Attention: After identifying a payor with a large or particularly old A/R, you can run the Insurance Company Accounts Receivable (inscoar) report to review all the outstanding claims for that insurance group.
Use Insaging to Evaluate Insurance Companies: If you compare the “Percent” of total A/R column with the percentage figures in the activity report, you will see when an insurance group’s percentage of your total outstanding receivables does not line up with its percentage of your office’s workload. Comparing how hard you have to work to get paid against how many patients you actually see can help you identify “good” and “bad” payors.
Configure and Customize
You can change how the insaging 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
insagingcalculates the age of your A/R by the “Transaction Date.”
You can set
insagingto 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 visit occurred months 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”.
insaginguses the previous evening’s Nightly File by default. You can tell
insagingto 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
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. This option was useful on older computer systems (pre-2003) and should no longer be needed.
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.
Note: 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
insagingtallies 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
insagingreport, there is an active insurance group in the Table Editor (
ted) with no plans assigned to it.
byinsprogram to review how your insurances are grouped. Edit your Insurance Companies and Insurance Groups tables in
tedto re-group 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. For more help creating and organizing insurance groups for reporting purposes, contact PCC Support.