Utilizing the Insurance Aging Report in iClinic

1. Introduction 

• Purpose: This guide provides comprehensive, step-by-step instructions for effectively utilizing the Insurance Aging Report feature within the MDLand iClinic system. 

• Key Features: Accessing the report, analyzing insurance aging details, exporting data to Excel, and printing aging details for billing and collections management. 

2. Accessing the Insurance Aging Report 

1. Log In:  

• Sign in to your MDLand iClinic account using your credentials. 

2. Locate the Reports Icon:  

• Click on the Reports Icon under the Billing/Account Reports section. 

3. Navigate to Insurance Aging Report:  

• Click on Insurance Aging Report, located near the top of the section on the right side. 

4. Report Interface:  

• Inside the report, you will see a list of insurance companies displayed in columns marked for every 30 days, up until 121+ days:  

• 0–30 days 

• 31–60 days 

• 61–90 days 

• 91–120 days 

• 121+ days 

3. Viewing Detailed Aging Information 

A. Options for Viewing Details 

1. Using Checkmarks: 

• Place checkmarks next to the insurances you want to view. 

• Click View Aging Detail to see more detailed information. 

2. Clicking the Insurance Name: 

• Click directly on the Insurance Name to view detailed aging data for that specific insurance. 

3. Clicking Aging Columns: 

• Click on any number under the following columns:  

• 0–30 days 

• 31–60 days 

• 61–90 days 

• 91–120 days 

• 121+ days 

4. Clicking the Account Number: 

• Click on the Account Number adjacent to each insurance to access detailed aging information for that account. 

4. Exporting the Insurance Aging Report 

1. Export to Excel:  

• After viewing the desired aging details, click the To Excel button at the top of the page. 

2. Download the File:  

• If using Google Chrome, the file will begin downloading and appear in the lower-left corner of the screen as insurance_aging_detail.xlsx. 

3. Open the File:  

• Click on the downloaded file to open it in Microsoft Excel. 

• The data in the file will match the aging details you chose to view in iClinic. 

5. Printing the Insurance Aging Report 

1. Initiate Printing:  

• While viewing the aging details, click the Print List button near the top of the screen. 

2. Print Control Options:  

• A new window will appear. 

• Click the Print button under the Print Control section on the top right-hand side of the screen. 

3. Print the Report:  

• If using Google Chrome, click the Blue Print Button to finalize the printing process. 

6. Advanced Viewing Options 

1. Displaying More Details Beyond 120 Days: 

• To view aging details beyond 120 days:  

• Place a checkmark next to Display More Detail Beyond 120 Days. 

• This will reveal three new columns:  

• 121–150 days 

• 151–180 days 

• 181+ days 

2. Sorting Columns: 

• Inside the aging detail screen, you can sort many different columns:  

• Look for up and down arrows next to the column headers. 

• If arrows are present, that column can be sorted. 

• Click on the arrows to sort the data in ascending or descending order. 

7. Using the Filter and Toolbox Options 

• Filter Options:  

• Near the top of the page, use the Filter and Toolbox options to refine your view of claims based on specific aging periods or insurance types. 

• Custom Filters:  

• Apply filters to focus on claims from a specific date range or aging period. 

8. Best Practices 

• Regular Monitoring: Review the Insurance Aging Report frequently to identify and address overdue claims. 

• Follow-Up on Aging Claims: Prioritize claims in the 121+ day category for follow-up with insurance companies. 

• Export and Archive: Regularly export aging data to maintain historical records for auditing and compliance. 

• Sorting for Efficiency: Use sorting features to organize claims by the highest outstanding balances for quicker review. 

9. Troubleshooting Tips 

• Report Not Loading:  

• Refresh the page or log out and log back into the system. 

• Data Missing:  

• Check if filters are applied that may be hiding certain claims. 

• Export Issues:  

• Ensure your browser allows pop-ups and file downloads. 

• Printing Problems:  

• Confirm your printer is connected and properly configured. 

10. Support Guidelines 

• In-App Support: Utilize the MDLand iClinic help feature for immediate assistance. 

• Technical Support: Contact IT support for technical issues related to report generation, exporting, or printing. 

• Billing Department: Consult for questions regarding overdue claims, billing processes, or insurance follow-ups. 

Thank you for following this guide. Effective use of the Insurance Aging Report ensures timely claim follow-ups, optimized revenue cycles, and improved financial performance.