Month-End AR Report

This permission-based report is the second of four month-end reports coming to Axxess Home Care.

The Month-End AR report generates month-end close accounts receivable for claims and invoices according to the length of time (aging) that a claim’s or invoice’s net receivable balance has been outstanding and unpaid.

The net receivable balance considers the original claim/invoice billed amount, net adjustments, and net cash posted through the AR closing date selected by the user.

Users must have permission to generate the Month-End AR report.

Month-End AR Report Permission

To give a user permission to generate the Month-End AR report, navigate to the user’s profile in the Employee Center and select Permissions in the Quick Links menu. Scroll to the Reports section, and select Month-End AR Report under Billing/Financial Reports. Click Save to finish granting the permission.

Employees tab ➜ Employee Center ➜ Permissions ➜ Reports section ➜ Billing/Financial Reports ➜ Month-End AR Report ➜ Save

Generate the Month-End AR Report

To generate the report, navigate to the Report Center under the Reports tab. Select Month-End AR Report in the Billing/Financial Reports section.

Reports tab ➜ Report Center ➜ Billing/Financial Reports ➜ Month-End AR Report

In the Month-End AR report, users can filter by branch, payer, and payer type using the filters at the top of the screen. Select the desired filters and click Generate Report.

Once generated, the report will go to Completed Reports for download. To access the completed report, navigate to the Reports tab and select Completed Reports.

Reports tab ➜ Completed Reports

On the Completed Reports screen, select the report name to open it. The report will open in Excel format for your review.

Updated on 6/25/2020