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Aging reports
An aging report is how a practice audits its own billing. We pull accounts receivable by age — current, 31–60, 61–90, and over 90 — assign follow-up, and produce a collection report the owner can read in one sitting. Old balances stop being a surprise at month-end.
Function 05
Systematic evaluation of receivables to ensure consistent revenue flow.
Core Focus
Analyzing outstanding balances to prevent claim expirations and resolve billing bottlenecks.
Scope Limits
We organize fiscal data; we do not perform debt collection.
Outcome
Crystal clear visibility into practice debt.
Primary Goal:
A clinic environment where every unpaid invoice is categorized by duration, giving leadership a complete financial overview without the need for manual data entry or portal navigation.
The work
- • Produce the aging report on a set cadence
• Sort balances by payer and by age bucket
• Work follow-up on 31–60, 61–90, and over 90
• Separate patient balances from payer balances
• Deliver a collection report with what was worked and what is still open
What we do
- • A readable aging report, not five portal exports
• Named follow-up on aged claims
• A monthly collections picture for the owner
What we do not do
- • Writing off a balance the owner has not approved
• Legal collections or credit reporting
Outcomes
- • Aged balances are visible by bucket
• Follow-up happens before a claim times out
• The owner can see what was collected and what is stuck
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