Medisoft Report

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CoachHousePT
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Joined: Wed Jun 19, 2019 9:46 am

Medisoft Report

Post by CoachHousePT » Fri Feb 17, 2023 7:58 am

Does anyone know if there is a primary insurance aging report that allows you to use a date range instead of "Initial Billing on or Before X Date"? I'm trying to find any unpaid primary claims within the last 12 months. Any help is appreciated!

Thanks,

Casey

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Gavin Walker
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Re: Medisoft Report

Post by Gavin Walker » Fri Feb 17, 2023 10:12 am

I'm pretty sure I have one, but it is not accurate. Have you looked at the AR Tracker Window in Medisoft?
Gavin Walker
Walker Tek Solutions, LLC
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fax: 417-763-6386

CoachHousePT
Posts: 10
Joined: Wed Jun 19, 2019 9:46 am

Re: Medisoft Report

Post by CoachHousePT » Fri Feb 17, 2023 2:45 pm

I have not. I didn't quite understand how to use it so I have just avoided it if I'm being honest.

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Gavin Walker
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Re: Medisoft Report

Post by Gavin Walker » Fri Feb 17, 2023 6:28 pm

Also, you might consider the write-off utility if you are just wanting to get rid of old A/R and only deal with more current A/R.

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