Using the Bill Summary Report
Updated at February 17th, 2025
The Bill Summary Report provides a listing of bills given specified statuses, aging or balances. It is very effective as an aging report. And it can be used to identify groups of bills that meet specific criteria. This report lets you select one or more practices/organizations, one or more aging buckets, one or more status, and optional minimum and maximum balance.
The default Aging is All which includes: 0-30 Days, 31-60 Days, 61-90 Days, 91-120 Days, 121-150 Days, and 151-180 Days. You can choose Custom Date Range to provide a Start/End date and filter based on the bill’s effective created date. The default status is Due. If you select the status of Suspended, you will be able to choose which Suspended Reasons to include. This is useful when isolating bills in a specific suspended status (e.g., Chargebacks). No minimum or maximum balances are provided by default. But this can be used to isolate bills with balances in a specified range.
Maximum 5K Records
There is a 5,000 record cap on the results you can receive from this report. This is to avoid negatively impacting performance of our system. If you receive this error, you should refine your search criteria. The list will provide infinite scroll to view up to 5,000 records.
Figure 136 Bill Summary Report
The report provides the following 15 columns:
| Column Name | Description |
| Action | This button links to the bill’s details. It is color-coded based on the bill (red = DUE, green = PAID, blue = Payment Plan) |
| Client ID | The unique identifier for the organization |
| Practice Name | The name for the organization |
| Statement ID | The unique identifier for the bill |
| Patient ID | The unique identifier for the patient |
| Patient Name | The patient/guarantor’s first and last name |
| Bill Status | The bill’s status in uppercase |
| Amount Due | The current amount due on the bill |
| Due Date | The bill’s due date |
| Bill Age | The bill’s age in days based on the effective created date |
| Service Date | The bill’s |
| Payment Plan | Indicates Yes or No whether bill is enrolled in payment plan |
| Change Hold Date | The bill’s change hold date if status is SUSPENDED |
| Suspend Reason | If bill status is SUSPENDED, this represents the reason provided by the user in Admin |
| Created Date | The bill’s create date (via Ingestion) |
| Last Updated Date | The bill’s last updated date (via Ingestion) |
Users can customize the visible columns in the user interface using the Columns drop-down checklist.
The View Bill button navigates to the Bill Detail screen. The View Plan button navigates to the Bill Detail for a bill under active payment plan. The Download button exports the report to Excel or CSV format. This file will have all of the columns in the user interface, in the same order.