The Accounts Receivable (A/R) Summary Report provides a list of accounts with unpaid balances or credits, along with the aging of these balances for 30, 60, 90, and 120 days.
This report only includes closed invoices when calculating account balances and aging. Payments or refunds applied to open invoices do not affect the balances or credits in this report. When generated, the report displays all balances and credits up to the report end date. The start date does not affect the report, as it serves as a running list of account balances and credits.
To access this report in Analytics, users must have the analytics_accounts_receivable_summary_report permission assigned to their role.
Note: To learn more about accessing and scheduling this report, see our EMR Analytics Guide.
The Accounts Receivable (A/R) Summary Report includes the following tabs:
Report Info Tab
The Report Info tab serves as the cover page for the report. It displays:
Hospital name and location
The date and time range covered by the report
When the report was created
Glossary Tab
The Glossary tab provides definitions for column headings throughout the report to ensure clarity.
For the A/R Summary Report, the glossary includes a note that only closed invoices are considered when calculating account balances and aging.
Accounts Receivable Summary Tab
The Accounts Receivable tab includes the following information:
Account ID
Account Label
Account Type
Account Alerts
Tax Exempt
Client Name
Client First Name
Client Last Name
Client Address
Unapplied Payments
Account Balance
Current Balance
Over 30 Days Balance
Over 60 Days Balance
Over 90 Days Balance
Over 120 Days Balance
Client Phone Number
Client Email
Patient(s) – list of client’s pets whose closed invoices have balances or credits
Account Notes
Date of Last Payment
Invoice IDs