OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 13 Creating & Printing Reports & Statements
List of Reports
Patient Aging - Summary
Note
This report is being phased out. Eyefinity/OfficeMate recommends that
you use the Patient and Insurance Aging report located on the Custom
tab. The Patient and Insurance Aging custom report offers more flexible
and, therefore, accurate reporting. For more information, go to To
create and print custom aging reports on page 530.
The Patient Aging - Summary report lists all patients with an outstanding balance aged
30, 60, 90, and 120 days. This report includes providers and aged percentages
outstanding. Eyefinity/OfficeMate suggests creating this report on a monthly basis.
To create the Patient Aging - Summary report, type the period end date in the
Period End field, type the minimum age you want to display as the number of
days in the Patient Aging field (e.g., if you want to view aging over 90 days,
type 90), select a provider from the Provider drop-down menu, select a location
from the Location drop-down menu, and choose appropriate Guarantor
Name and Patient Name sort order options.
Notes
• If a location has only unapplied amounts for the time period covered
in the report, the report may not generate. there must be some
applied amounts in order to generate the report.
• Any transactions posted at the Home Office location will only be
listed on the Home Office reports. To include Home Office
transactions in a report, select Home Office or All from the location
drop-down menu in the Selection Criteria and Sort Order.
OfficeMate Home Office User’s Guide 647