It would be very helpful if we could run an insurance aging report. The same way that accounts receivable can be run from oldest amount due, it would be helpful when following up on insurance claims if we could list insurance claims from the longest out/due to know which to follow up on first; especially when claims over a year out can be denied by the insurance companies for payment. As it stands now, we have to run the outstanding insurance reports and manually go lhrough every claim to find the oldest claims.
SoftDent does not technically have an insurance aging report, but you can run outstanding claims over 30, 60, 90 etc.
What you cannot do is but drastically needs improved;
You cannot just pull 30 day old claims (it does everything over 30)
You should work Backwards
Outstanding Claims By Company
Uncheck all Pre Auth boxes (there are 3)
List Claims older than 120 day (work these claims first
email me if you need additional help