Add Status Filter for Debt Setoff Appointments in Patient Aging Report

What’s New

• A new Status dropdown filter is added to the Patient Aging Report search criteria.

• The filter includes three options:

  • All (default): includes both Debt Setoff and non–Debt Setoff appointments.

  • Debt Setoff: includes only appointments marked as Debt Setoff.

  • Non-Debt Setoff: excludes Debt Setoff appointments and shows only regular balances.

• The selected Status filter is applied consistently to both on-screen reports and exported files.

• Existing report behavior remains unchanged unless a specific Status option is selected.

How It Works 

1. Navigate to Reports > Account Receivable > Patient Aging Report.

2. In the search criteria, locate the Status dropdown filter.

3. Select one of the available options: All, Debt Setoff, or Non-Debt Setoff.

4. Run the report.

5. The system filters appointment balances based on the selected status.

6. The filtered results appear in the report grid and in any exported output.

Benefits

• Provides more accurate and flexible aging views.

• Reduces confusion caused by Debt Setoff balances appearing unexpectedly.

• Preserves existing workflows for practices that rely on current behavior.

• Supports different reporting needs without impacting other users.

• Improves clarity and confidence in financial reporting.