AR Aging Detail Report

The AR Aging Detail Report shows outstanding balances in your system, grouped by the insurance recorded on the Patient Visit, which the patient had at the time of their visit. Below are the steps to set up and run this report in Practice Mate.

Before We Begin

Please note that the data used for this report is updated hourly. You’ll see a time stamp at the top of the report page indicating the last time the data was refreshed.

Steps to Run the AR Aging Detail Report

1. Access the Accounting Tab

• Log into Practice Mate.

• Navigate to the Accounting tab.

2. Open the Report

• Hover over the Reports option in the top menu.

• Select AR Aging Detail Report from the dropdown.

3. Review Report Time Stamp

• At the top of the page, review the note showing when the report data was last updated.

4. Select Report Criteria

• Use the drop-down menus to select an Office and Provider.

5. Choose Display Option

• In the Display Options section, select how you want the report grouped:

• Last Date of Service

• Initial Date of Service

• Click the circle next to your preferred option.

6. Run the Report

• Once all selections are made, click the Go button to generate the report.

This report will display outstanding balances based on your selected criteria, helping you review accounts receivable by insurance and date of service

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