Aged Invoices Summary to 365 Report

Description: This report displays a list of clients and aged balances sorted by payor, displaying up to 365 days after the invoice date.

Use: This report can be used by the agency to view aged balances for each payor and client.

Limitations: N/A

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Admit Type	The code for the client's admission.
Team	The selected team.
Client	Client by name (last name, first name) or Sandata Client ID. When a partial name is entered the report displays results that begin with the entered characters.
Payors	The selected payor.
Date	The selected date.

Each column of the report displays:

Field	Description
Payor	The client's payor.
Client	The client's name (last, first).
0-30	The balance 0-30 days after billing.
31-60	The balance 31-60 days after billing.
61-90	The balance 61-90 days after billing.
91-120	The balance 91-120 days after billing.
121-150	The balance 121-150 days after billing.
151-180	The balance 151-180 days after billing.
181-270	The balance 181-270 days after billing.
271-365	The balance 271-365 days after billing.
90+	The balance over 365 days after billing.
Balance	The account balance.
Totals	The total values for the payor.
Overall Totals	The total values for the entire report.