In TiQ, we understand how crucial it is to keep track of your financials, and a significant part of this involves knowing when an insurance payment is missing so you can take the necessary actions to secure that payment. The Insurance Aging Report is designed to assist you with this.

From the Navigation Bar, select Insurance iQ.

Within Insurance iQ, select the Insurance Aging Report

The Insurance Aging Report contains 14 columns as follows:

1. Client Name
2. Payer
3. Payer Order
4. Provider
5. Total Charge
6. Client Paid
7. Insurance Paid
8. 0-30 Days - displays the amount that is still owed by the insurance company 0-30 days after the claim was submitted to the insurance company.
9. 31-60 Days - displays the amount that is still owed by the insurance company 30-60 days after the claim was submitted to the insurance company.
10. 61+ Days - displays the amount that is still owed by the insurance company 61+ days after the claim was submitted to the insurance company.
11. Service Date
12. Submission Date
13. Claim Status
14. Notes

Use the Search Claims box to find specific claims. You can search by Client Name, Payer, Payer Order, Provider, Claim Status.

You can also use the +Add Filters button to search for claims. Here you are able to filter by:

• Client Name
• Service Date
• Submission Date
• Provider
• Claim Status
• Payer 

IMPORTANT: The Insurance Aging Report will display claims in Submitted and Not Paid status by default

When clicking on the 3 dots on the right side of an entry, you’ll find the following options:

• View - opens the claim in PDF so you can see all the details. 
• Add Note - will allow you to add a note for that particular claim. 
• Delete - selecting this will remove the entry from the Insurance Aging Report log. 

You can manually modify the claim status. 

NOTE: Changing the Claim Status to Paid will remove it from the Insurance Aging Report default view, and you’ll need to use the filters to see it again.

You also have the ability to export the Insurance Aging Report to a spreadsheet by using the Export button.

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