For any practice that bills clients directly or accepts insurance, one question is critical: What do my clients owe me, and for how long?

Unpaid invoices can quickly impact cash flow, making it difficult to plan ahead and keep your business running smoothly. Without the right tools, tracking overdue balances can feel like chasing paperwork across multiple reports.

The AR (Accounts Receivable) Aging Report brings clarity to your collections process by giving you a detailed, organized view of all outstanding balances—helping you take action before small delays turn into long-term revenue loss.

What Is the AR Aging Report?

The AR Aging Report is a comprehensive financial report within Healthie that allows you to:

• Track all unpaid invoices across your client base
• Categorize balances into standard aging ranges (0–30, 31–60, 61–90, 90+ days)
• Review payment history, including dates, methods, and partial or full payments
• Identify at-risk or long-overdue accounts for timely follow-up
• Understand overall payment patterns to forecast future cash flow

By combining insights from the Payments and Invoices reports, plus new fields like aging categories and payment history, this report becomes your command center for revenue visibility.

Key Benefits

With the AR Aging Report, your practice can:

• Gain visibility into every outstanding balance across clients
• Forecast cash flow by understanding overdue timelines and payment trends
• Simplify collections by pinpointing at-risk accounts for follow-up
• Strengthen your revenue cycle by ensuring no invoices slip through the cracks

This is more than just another report—it’s a practical tool to keep your financial health on track.

How to Access the Report

Generating the AR Aging Report is simple:

1. Navigate to the Visualize (Reports) tab in Healthie → Billing
2. Select AR Aging Report
3. Filter by your desired date range (e.g., last 30 days, quarter-to-date, custom)
4. Export your results via Download Results in the format that works best for your team:
   • .csv
   • .xlsx
   • .json

Once downloaded, you can sort, filter, and analyze the data in your preferred spreadsheet tool.

What’s Included in the Report

Each row of the report represents an invoice and includes:

• Invoice details: IDs, balance due, dates, type, and status
• Client details: Name, group, provider, client ID
• Payment history: Dates, amounts, payment types (credit card, ACH, cash, check, write-offs)
• Days aging: Categorized into 0–30, 31–60, 61–90, 90+ days
• Additional context: Appointment details, claim information, package titles, product or service charges

This level of detail gives you not just a snapshot of overdue invoices, but the full story behind each balance.

Getting Started

The AR Aging Report is now available to all Healthie organizations.

👉 Learn how to generate your AR Aging Report in Healthie

Wrapping Up

Unpaid invoices are an unavoidable part of running a healthcare practice—but managing them doesn’t have to be complicated. The AR Aging Report empowers your team to see what’s owed, for how long, and where to take action.

With clearer visibility into your receivables, you can strengthen your collections strategy, improve cash flow, and ensure your practice’s financial foundation stays strong.