📝 Overview
The Accounts Receivable (AR) Report shows outstanding charges that have not yet been fully paid — money that is still owed to your practice, either by patients, insurance companies, or both. It is one of the most commonly used clinic management reports because it helps you see where money is still outstanding and how long it has been sitting unpaid.
This report is sometimes called an aging report or an outstanding balances report. In ChiroHD it is labeled Accounts Receivable and lives under the Clinic Reports section of All Reports Beta.
To access this report, go to Reporting > All Reports Beta, select a location, and click Accounts Receivable under Clinic Reports.
📄 Summary vs. Detail
Summary
Shows totals grouped by payer or case type — a high-level view of what is outstanding
Best for quickly seeing overall outstanding amounts and which payers or case types are carrying the most balance
Available as PDF or CSV
Detail (PHI — requires appropriate access)
Shows each individual charge and service line with the full breakdown per patient
Includes: date of service, number of days outstanding, last billed date, and outstanding responsibility per line
Provides patient-level totals at the bottom
Best for claim follow-up, researching specific charges, or working through a collections list patient by patient
Available as CSV only — no PDF export for the Detail view
✅ Which one to use: Start with Summary for a big-picture view of where your AR stands. Switch to Detail when you need to identify specific charges or patients to follow up on.
⚙️ Report Filters
Filter | What It Does | Default |
Include | Choose whether to show Patient and Insurance Responsibility (All), Only Patient Responsibility, or Only Insurance Responsibility | All |
Range | Filter by how long a charge has been outstanding — see aging range options below | Older than 0 days |
Billed Status | Show All charges or Unbilled Only | All |
Provider | Filter by provider — see NIP note below | Optional |
Case Type | Filter to a specific case type (e.g., Cash, Insurance, PI) | All |
Third Party Payer | Filter to a specific insurance company or select "No Payer" to see charges with no payer assigned | All |
Charged between / and | Optional date range — limits results to charges added within a specific window | Blank (all dates) |
Export: PDF (Summary only) and CSV (both Summary and Detail)
📋 Filter Details
👥 Include — Responsibility Type
This filter determines whose outstanding balance is shown:
Option | What It Returns |
Patient and Insurance Responsibility | All outstanding balances — both patient-owed and insurance-owed amounts |
Only Patient Responsibility | Charges where the patient owes the outstanding balance |
Only Insurance Responsibility | Charges where insurance owes the outstanding balance |
Tip: If you are running the AR report specifically to follow up on outstanding insurance claims, select Only Insurance Responsibility to focus the results. If you are doing patient collections follow-up, select Only Patient Responsibility.
⏱️ Range — Aging Filter
This is one of the most powerful filters on the report. It lets you focus on charges by how long they have been outstanding:
Option | What It Shows |
Older than 0 days | All outstanding charges regardless of age (default) |
Older than 30 days | All charges outstanding for more than 30 days |
Older than 60 days | All charges outstanding for more than 60 days |
Older than 90 days | All charges outstanding for more than 90 days |
Older than 0 days, less than 30 days | Charges in the 0–30 day window only |
Older than 30 days, less than 60 days | Charges in the 30–60 day window only |
Older than 60 days, less than 90 days | Charges in the 60–90 day window only |
Example: To focus your follow-up efforts on insurance claims that have been outstanding for 30–60 days, select Only Insurance Responsibility under Include and Older than 30 days, less than 60 days under Range.
🧾 Billed Status
All — shows both billed and unbilled outstanding charges
Unbilled Only — shows only charges that have not yet been billed to insurance
When to use Unbilled Only: This is useful for identifying charges that need to be submitted to insurance — if a charge appears here it means it is still outstanding and has not been billed through the insurance workflow yet.
👤 Provider Filter (NIP-Dependent)
The provider filter on this report behaves differently depending on whether your office has New Insurance Paradigm (NIP) enabled:
NIP enabled: The filter label is Provider and filters by the billing provider assigned to the charge
NIP not enabled: The filter label is Owning Provider and filters by the owning provider on the patient's case
If you are unsure which setup your office is on, check your location settings or look at how the provider label appears when you open the report.
🏥 Third Party Payer
Filter to a specific insurance company to see only outstanding charges billed to that payer. You can also select No Payer to see outstanding charges that do not have an insurance payer assigned — useful for identifying cash or self-pay charges that may be overlooked.
Leave blank to include all payers.
Example: If you are calling Blue Cross Blue Shield to follow up on multiple outstanding claims, filter to that payer in the Summary to see the total outstanding amount and associated patients before making your call.
📅 Charged Between / And (Optional)
Limits the report to outstanding charges that were added to the ledger within a specific date window. The date label in the report reads "Charged between" — this is the original charge date, not the date of service or the date the claim was submitted.
Leave blank to include all outstanding charges regardless of when they were added.
💡 What the AR Report Is — and Is Not
⚠️ This is not a payment history report. The AR report shows outstanding balances — money that has not yet been paid. It does not show payment history or transactions that have already been resolved.
If you are looking for:
Payments received → use the Collections Report
Specific patient balances → use the By Case Balance report under Find Patients in All Reports Beta
Claim status → use the Insurance Dashboard
🌐 Accounts Receivable — All Locations
A separate Accounts Receivable (All Locations) report is available when no location is selected. This version aggregates AR data across all locations in your organization.
Note: The All Locations version is available as CSV only — there is no PDF export option for this version. It is best used for multi-location practices that need a consolidated view of outstanding balances across their entire organization.
💡 Common Use Cases
Insurance follow-up — Filter to Only Insurance Responsibility and a specific aging range to build a working list of claims to call on. Use the Summary for payer totals, then switch to Detail for patient-level specifics
Patient collections — Filter to Only Patient Responsibility and export the Detail as a CSV to build a collections call list
Payer-specific review — Filter to a specific Third Party Payer to see everything outstanding with that insurer — useful when calling a payer about multiple claims
Unbilled charge audit — Run with Billed Status set to Unbilled Only to find charges that have not yet been submitted to insurance
Aging analysis — Run the report with different Range settings to understand how your AR is distributed across aging buckets — 0–30, 30–60, 60–90, and 90+ days
❓ Common Questions
What is the difference between Summary and Detail? Summary shows outstanding totals grouped by payer or case type — a high-level view. Detail shows every individual charge and service line with days outstanding, last billed date, and per-line responsibility amounts. Use Summary for big-picture review and Detail for patient-by-patient follow-up.
Why does my provider filter say "Owning Provider" instead of "Provider"? The filter label changes based on whether your office has New Insurance Paradigm (NIP) enabled. NIP ON shows "Provider" (billing provider). NIP OFF shows "Owning Provider" (owning provider on the case). Both filter to charges attributed to that provider — the label just reflects how your office is set up.
Can I export the Detail as a PDF? No — the Detail report is CSV only. PDF export is available for the Summary only.
Why is a charge showing up as still outstanding when I know it was paid? The most likely reasons are that the payment was not posted against that charge in ChiroHD, or it was posted to a different case or patient. Review the patient's ledger to confirm the payment was applied correctly. If a write-off was used to zero the balance instead of a payment, the charge should no longer appear — but if the write-off was not applied properly, it may still show as outstanding.
What does "No Payer" mean in the Third Party Payer filter? Selecting No Payer returns outstanding charges that do not have an insurance company assigned. This is useful for identifying cash or self-pay balances that may be missing a payer assignment, or for practices that want to isolate non-insurance outstanding charges.
Can I run the AR report across all my locations at once? Yes — use the Accounts Receivable (All Locations) report, which is available when no location is selected in All Reports Beta. This version is CSV only.
✅ Key Takeaways
The AR Report shows outstanding charges — money that has not been paid yet. It is not a payment history report.
It lives under Clinic Reports in All Reports Beta, not under Daily Reports.
Both Summary and Detail are PHI-flagged and require appropriate access.
PDF is available for Summary only — Detail is CSV export only.
The Include filter controls whose responsibility is shown: All, Patient Only, or Insurance Only.
The Range filter sets the aging window — seven options from "Older than 0 days" to banded ranges like 30–60 days.
The Billed Status filter (All or Unbilled Only) helps identify charges that have not yet been submitted to insurance.
The Provider filter label changes based on NIP status — "Provider" (NIP on) or "Owning Provider" (NIP off).
The Charged between date filter is optional — leave blank to see all outstanding charges regardless of original charge date.
The All Locations version aggregates AR across all locations and is available as CSV only.
📌 Conclusion
The Accounts Receivable report is one of the most essential tools for managing the financial health of a chiropractic practice. By combining the aging range filter with the responsibility type filter, you can quickly build targeted lists for insurance follow-up or patient collections. Use the Summary for high-level payer and case type totals, and the Detail for the patient-level specifics needed to take action. For the most effective use of this report, pair it with a consistent follow-up workflow — run it regularly, work through the aging buckets systematically, and use the Third Party Payer filter to make payer calls more efficient.