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<< Click to Display Table of Contents >> Description and Usage |
  
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<< Click to Display Table of Contents >> Description and Usage |
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The Bad Debt ATB is an optional report. It gives the ability to produce an Aged Trial Balance based on the Bad Debt write off date.
The Report Writer application allows the user to filter, sort and manipulate this report so that they may customize the data extracted out of TruBridge EHR. See the additional documentation on Report Writer for more information on these options.
Bad Debt ATB - Report Writer
Insurance Totals
Health Plan Totals
Collect Code Totals
Listed below is an explanation of each column.
•Account: Pulls the patient's account/visit number from Patient Functions.
•Name: Pulls the patient's name from the Patient tab on the Registration and ADT screen.
•Orig: Pulls the original financial class from the Guarantor/Ins tab on the Registration and ADT screen.
•Curr: Pulls the current outstanding financial class.
•Cycle: Pulls the cycle code from the Guarantor/Ins tab on the Registration and ADT screen.
•Coll Cd: Pulls the collect code from the Guarantor/Ins tab on the Registration and ADT screen.
•Bill Sw: Pulls the bill switch from the Guarantor/Ins tab on the Registration and ADT screen.
•Terms: Will pull a T if the account is set up for terms payments.
•Last Write Off Date: Date of the last bad debt write off.
•Last Write Off Amount: Total of last bad debt write off amount.
•Last Recovery Date: Date of last bad debt recovery.
•Last Recovery Amount: Total of last bad debt recovery.
•Balance: Total bad debt amount due.
•Aging: Aging based on the oldest bad debt balance.
Totals Section
•Insurance Totals: The total number of account and total dollar amounts grouped by insurance and aging periods.
NOTE: If an account has multiple buckets, each balance is aged but the account is only counted once and reported in the oldest bucket.
•Health Plan Totals: The total number of accounts and total dollar amounts grouped by health plan.
NOTE: The Health Plan Totals will only display when a Health Plan has been defined on page 3 of the Insurance Company Table.
•Collect Code Totals: The total number of accounts and total dollar amounts grouped by collect code.