What's included in the AR Report

What’s included in the Accounts Receivable Report?

The report table lists the name of the patient or insurer, the total amount owing, and a breakdown of amounts owing over time. Results can be filtered by clinic location, staff member, and date.

When working with the Date filter, the way that Jane’s A/R report works is that if you view a date in the past, Jane will show you all of the outstanding balances as of that date (not today’s current date).

To see the entire billing history of a patient or insurer, click on their name in the table.