Saving a Filter View on the AR Aging

  1. Save a Filter View
  2. Create filters for Payers that are not currently on the AR Aging


Save a Filter View

You can save any filter setting on the AR Aging.  You can save it as a private filter view, that you can access. Or a public filter view, that anyone in your company can access.

  1. Open the AR Aging
  2. Using the menu's in the column headers, filter for the Balances you want.
  3. Click Filter > Save filter view 
    1. Give your filter a name
    2. Select to share it with you only, or everyone in your company.
    3. Select if you want the hidden column settings to be saved as part of the filter view
    4. Click Save
  4. Click on "My filter views" or "Public filter views" to see the newly saved filter.

 


 

Create filters for Payers that are not currently on the AR Aging

  • You are able to create a filter for a payer, even if it's not currently on the AR Aging because it has a $0.00 for example. 
  • To do this, filter for Payers which "contain text" (as opposed to selecting from a picklist).  This will allow you to select payers that in the future may be on the Aging, even if their balances are currently $0.00.  (Whereas, the picklist only shows Payers currently on the aging).

  1. Open the AR Aging
  2. Click Filter > Custom Filter
  3. Select Payer Name, then "contains"
  4. Enter the text contained in the payer name you want to filter for. 
    1. For example, enter "coins" if want to show any payer that contains the phrase "coins", like "Medcare coinsurance A" or "Pending coinsurance B".  
    2. The "contains" filter is case-sensitive.  So if you enter "Medicaid" (for example), it will only show results that contain the text "Medicaid" (with a capital M), and not show results containing "medicaid" (with a lower case m).
      To show results that contains both "Medicaid" and "medicaid" add another filter with the "OR" button.
  5. Click Apply Filter

  6. Save your filter (how to is above)
  7. When there are Payers on the AR Aging (with a balance) that match the text you entered, your filter will display them.