Overview
The aging file generated from Crystal PM will populate claim data in the 'Aging' module. The following instructions outline how to export an aging file from Crystal PM.
How to Export an Aging File
1. Login to Crystal PM.
2. Select 'Reports.'
3. Select 'Financials.'
4. Select 'Insurance Receivable.'
5. Select 'Generate Report.'
6. In the next screen, set the following filters:
a. By default, the 'Location' field will be set to 'All Locations.' Do not edit this information.
b. In the 'Select Past Due Amount>Days Past' field, select 'All.'
7. Select 'Print Status.'
8. Save the report as a CSV file.