Billing reports overview

the billing reports section gives you a clear view of your practice’s financial health it helps you track outstanding balances, identify discrepancies, monitor unapplied payments, and reconcile accounts to ensure your billing data is accurate accessing billing reports to open billing reports go to billing click reports in the left sidebar at the top of the page, you can switch between different report tabs depending on what you need to review aging report the aging tab shows unpaid balances grouped by how long they’ve been outstanding what you’ll see total outstanding balance total invoices average invoice amount high risk balances (60+ days) balances are grouped into aging buckets current 1–30 days 31–60 days 61–90 days 90+ days charts and distributions help you quickly identify where most unpaid balances are concentrated when to use it prioritizing follow ups identifying overdue or high risk balances monitoring billing performance over time balance discrepancies the balance discrepancies tab highlights accounts where the cached balance differs from the recalculated balance what this means a discrepancy can occur due to timing issues, recent postings, or incomplete reconciliation what you can do review the affected accounts compare cached vs calculated balances use reconciliation tools if needed to correct mismatches allocation discrepancies the allocation discrepancies tab shows accounts where the expected balance does not match invoices unbilled charges unapplied payments this report helps you identify allocation issues that may affect account accuracy common causes payments not fully allocated charges not linked to invoices partial or mismatched allocations unapplied payments the unapplied payments tab lists payments that are not currently linked to an invoice or encounter what you’ll see payment date payment reference amount payer and payment method associated account why this matters unapplied payments can inflate outstanding balances and reporting totals until they are properly allocated copay payments the copay payments tab shows copay amounts collected within a selected date range if no copay payments exist for the selected period, the report will indicate that no data is available billing runs the billing runs tab shows system billing runs triggered by encounters what you can track run status (success, partial pricing, errors) encounter id error codes and messages this report is useful for troubleshooting pricing or billing issues at the encounter level reconcile the reconcile tab allows you to recalculate balances across accounts and compare cached balances with calculated values key options run reconciliation for all accounts or a specific account optionally fix discrepancies by updating cached balances view discrepancy results after running reconciliation use this tool carefully, especially when enabling balance fixes exporting reports most reports can be exported for offline review or sharing click export in the top right corner of the reports page choose the desired export format best practices review aging reports regularly to prevent long outstanding balances investigate discrepancies early to avoid compounding errors allocate unapplied payments promptly run reconciliation after major billing changes or imports