Can I Balance my Accounts Receivable while filtering by the Claim Policy?

Short answer: No; the Aging reports (Aged by Total, Payor and Customer Responsibility) and the Revenue reports are showing you two fundamentally different things. And while you can normally balance these two reports together, you cannot when filtering on anything related to the claim policy (also customer’s policy).

Why not? The Aging Reports print the Responsible (AR) Amount of each Claim; the amount which each payor is currently responsible for or owes you as of the Aged Date. You can calculate an Responsible (AR) Amount from the Revenue Report based on the following formula.

AR = Submitted + Nonallowed + Adjustment + Payment

Normally the sum of the Responsible Amount will balance to the sum of the Submitted + Nonallowed + Adjustments + Payments. But only because we are looking at each Claim as a whole unit.

If you try to separate a Line Item into two or more payors, the Submitted Amount which is attached to only the Primary payor will over-inflate the Submitted Amount for the Primary. Secondary payors will show no Submitted Amount.