WebPT Ideas and Discovery

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Report showing pending insurance and agency aging at a glance

The AR report is very useful to show balances due and breaks them down by age (0-29 days 30-59 days, etc).  The report does not allow a further breakdown that separates pending vs finalized balances.  For example, we would like to audit which pending transactions have yet to be processed.  This could be insurance companies that haven't paid on the claims yet as well as balances that are pending with agencies.  It would be very helpful and a large timesaver for our company to have this information at a glance.  

 

Specifically, we would like to see this broken down by clients as well as insurance companies and agencies.

  • Guest
  • Oct 25 2019
  • Future Consideration
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