This report will provide you with AR billing detail by subaccount (consumer).

NAVIGATION: REPORTS menu > A/R Reports > Aging Billing Report - by Subaccount

  1. In the PAYOR field, select the payor (typically PROMISe).
  2. In the SUB ACCOUNT field, select the consumer.
  3. In the BILLING SELECTIONS field, select the date range you want to run the report through. Leave this field blank for all claims.
  4. In the Output Selections, you can select the following options:
    1. Sort Order Main: Payor Number or Payor Name
    2. Sort Order Subs: Subaccount Name or Subaccount Number
    3. Level of Detail: Level 1, Level 2
  5. In the FILTERS section, you can narrow the list by funding source.
  6. Place a check mark in the NOTIFY box and click the RUN REPORT icon. 
    1. When the report is ready to review, a prompt will appear that says the report is complete. 
    2. Click YES to open the report in a new window.
    3. If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
  7. If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
    1. The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.
  8. Preview, print, or save the report (see Report Preview, Print and Save Options)

11/2023

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