How do I generate an "Aging" report?

An "Aging" report will list all amounts due per patient based on invoiced charges. Users can filter by a single or multiple clinicians. Read on to learn how to generate it. 

1. From the "Owner" dashboard, click on "Reports."

2. Go to the "Financial" section. 

3. Choose "Aging report" from the drop-down. 

4. After selecting a filter under "Filter by invoice age," click on "Generate report."

5. The following pop-up will appear, informing you not to close the tab while generating the report. After you click "Yes, proceed," the report will be downloaded to your computer in CSV format.

If you have any questions, please contact us.