User Guide — Monitoring Unapplied Funds in athenaOne

athenaCollector

To monitor your unapplied funds, you can create a basic unapplied aging report using the Report Builder, save it, and then run it from the Report Library on a regular basis. An unapplied aging report gives you an accurate picture of your organization's unapplied funds, which can help inform decisions on how to best manage the funds.

  1. Display the Report Builder page: On the Main Menu, click Reports. Under General, click Report Builder.
  2. Select Unapplied Aging on the Choose Report Type tab.
  3. Click Single practice or Cross Practice.
    Note: To create cross-practice reports, you must have access to multiple athenaOne practices.
  4. Click the Choose Display Columns tab.
  5. Select the display columns. athenahealth suggests selecting these columns in this order:
    Registration Department
    Unapplied Type
    Aging By Date of Unapplied Creation ($)
    Sum of Unapplied Amount ($)
    Tip: Use the search bar to find display columns quickly.
  6. Click Next.
  7. Select the filter criteria. athenahealth suggests selecting the Unapplied Aging as of Date (postdate) filter type.
    Tip: Use the search bar to find filters quickly.
  8. Click Preview Report.
  9. Review the report and confirm that it returns the information you want.
  10. Click Save Report.
    The Save Report window opens.
  11. Report Name — Enter a descriptive name for the report.
  12. Report Description — Enter a brief description of the report.
  13. Report Category — Select the Report Library category where you want the report to appear. athenahealth suggests selecting Financial.
  14. Click Save Report.
  15. Click View Report Library to find and run your report.

 

  1. Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library.
  2. Click the tab where you saved the report (athenahealth suggests Financial).
  3. Click run next to the report.
    The Choose Report Format window opens.
  4. Select the format for the report results.
  5. Check the box next to Show Totals.
  6. Click OK.

 

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