How to Use the Accounts Receivable by Provider Report

The Accounts Receivable by Provider report allows you to view outstanding patient balances by the provider who completed the treatment. This report can be accessed from the All Locations tab (All Locations > Financials > Accounts Receivable by Provider).

Note: This report can only be accessed from the All Locations tab; it is not available from the single Location tabs. Users must have the Accounts Receivable Report permission enabled in order to access this report. 

The Accounts Receivable by Provider Report provides greater visibility into provider-level accounts receivable, helping practices better understand what each provider is owed, based on the charges for treatment they performed and the credits distributed to them.

This is different than the Accounts Receivable worklist's Doctor filter, which uses the patient's Preferred Doctor as set in their Patient Record rather than provider production.

Tip: The report opens to a list of All Providers by default, but you can use the Provider filter to pinpoint a specific provider in the list. Simply select a provider, click Save, and then click Apply Filter. 

The Accounts Receivable by Provider Report displays one line item per provider which includes the total outstanding balance owed, the outstanding amount per each aging bucket, as well as the total number of patients that have an outstanding balance attributed to the provider. 

There is a No Provider line item included in the report which can be expanded to display patients with payments or credits that have not yet been applied to a provider, as well as converted balances.

Buckets are included at the top of the screen that allow you to quickly view total outstanding balances by aging period (0-30, 31-60, 61-90, 91-120, and 121+ Days), as well as the overall outstanding balance. 

Note: When the list is narrowed to one provider, the amounts in the buckets at the top of the screen update to display only the balances associated with that provider. 

Expand a Provider row to view the list of patients that make up the balance (i.e., patients with payments or credits allocated to the provider) as well as their specific balances, grouped by aging buckets. 

Note: To take action on a patient account, you can still use the pre-existing Accounts Receivable worklist (Location or All Locations > Financials > Accounts Receivable).

The Accounts Receivable by Provider report assigns outstanding balances to providers using the following criteria: 

• Charges are attributed to the provider who completed the work/treatment. 
• Payments and credits are attributed to the provider they are applied to through provider distributions.
• For patients seen by multiple providers, the patient is displayed under each Provider's line item, showing only the amount that belongs to that provider.
• Credits and prepayments are shown as negative amounts.

Inactive providers may be displayed in the list if they have active outstanding balances associated with them. These providers have Inactive shown next to their name in the report list.