Description:
When running an aging report in Denticon, the Aging By field has two options: Account AR or Patient AR. These two filters determine which balances are included as part of the report. The distinction between the logic of these two filters can cause a discrepancy in the totals of what is owed when running the report by Account AR and then comparing to the same report ran for Patient AR.
Key features:
- For Account AR, filtering is based on Account Balance Over, which includes both insurance and patient balances. However, because this report looks at the overall account AR, it may erroneously include patient balances that belong to a different office.
- For Patient AR, filtering is based on Patient Balance Over, meaning it focuses only on patient balances. Accounts with only an estimated insurance balance without any patient balance won’t appear in this report. Since it looks strictly at patient balances within this office, it avoids pulling in amounts owed to a different location.
Best Practices:
This distinction explains why there can be a large discrepancy when switching between the two reports—balances from other offices may be mistakenly included in Account AR, while Patient AR keeps the data more specific to the patients of this office.
- Example: If John Doe has his home office set to OID 100 and owes $5,000, we would expect that amount to be included in the Account AR report for OID 100. However, this could be inaccurate depending on the purpose of the report, because John Doe might have a dependent on his account whose home office is OID 101. In that case, $3,000 of the total balance isn't actually for OID 100 but rather for OID 101. This scenario demonstrates how Account AR can pull balances from multiple offices, which may skew the financial representation depending on how the report is being used.
Article Version 1.1 2026.6.16