This report will show the balance for each patient from the billing months you select. From the Main Menu in Barnestorm Office click on Reports > Accounts Receivable > 05.09 Unpaid Patient Balances.

Print Report tab:  How to Run the Report

• Thru= The Thru date is the cutoff date of transactions to be used; payment and adjustments. 
• Program(s) / Payer(s) = Filter report by entering program and payer numbers. Or leave blank to select all.
• Year/Month From and Thru = Billing months to select.
• Find Oldest Unpaid Balance = Changes the Year/Month From and Thru dates to only include the time frame in which there are balances. 
• Set Dates for the Most Recent Year = Changes the Year/Month Thru date as the current month and then dates it back a year. 
• Credit Balances Only =  Will only show credit amounts. (***Use for Medicare Credit Balance report)
• Create CSV File for McBee = Instead of pulling up a Barnestorm preview of the report it will generate a spreadsheet for McBee. 
• Select a way to print the report: Program/Payer or Patient
• Click on Print

How to Read the Report

• Prog/Payer = Program number and payer name.
• Chart# = Patient's chart number.
• Patient's Name = Patient's name.
• Year/Mo = Year and Month of service.
• Billed = The amount billed for year/mo of service.
• Paid  = The amount paid for year/mo of service, based on your transaction thru date.
• Adjusted = The amount adjusted for year/mo of service, based on your transaction thru date.
• Balance = Balance due on the account, based on your transaction thru date.
• Last Date = Represents the date of the last transaction, based on your transaction thru date.
• HIC Number = The patient’s Medicare/Medicaid/Insurance number that is in the Referral > Payer screen.

Check for Errors in A/R Data tab:

If you notice any discrepancies in the report, use this tab to clean up the report.  Then reprint the report.

Step 1:  Search for patients with duplicated payers, which cause their A/R to appear to be duplicated.  The duplicates will be deleted, and a report and spreadsheet will be created to show what is kept and what is deleted.

Step 2:  Search for A/R Entries with Missing Data:  Invalid program#s, invalid payer#s, invalid pay/adj codes, invalid chart#s.  If any are found, you will see a report, and be given the option to delete everything on that report.  If you choose to delete them, you will then be presented with a spreadsheet.

Create Excel of All A/R for the Year/Month Dates

This generates a spreadsheet based on the Year/Month dates selected on the report.  It also uses the program/payer filters when running the report. Some of the data pulled includes: amount billed, balance, and the amount/date of RAP and EOEs.