Overview
The aging file generated from OfficeMate will populate claim data in the 'Aging' module. The following instructions outline how to export an aging file from OfficeMate.
OneSpot accounts onboarded after 06/13/2024: If the location filter is available in the 'Aging' module, these instructions will not apply to your account. For instructions applicable to your account, refer to OfficeMate - Exporting an Aging File by Location.
If you are unsure if this feature has been enabled, please contact support@onespotbilling.com.
How to Export an Aging File
1. Login to OfficeMate and select ‘Reports.’
2. Select the tab that contains the 'Insurance Aging by Patient Detail' report, then, select the report.
3. Select ‘Preview.’
4. Use the filters to set the following search criteria:
a. Report>Report Name: Select 'Insurance Aging by Patient Detail.'
b. Data Selection>Report Options: Place a checkmark in the ‘Insurance Balance’ box.
c. Data Selection>Report Options: In the 'Balance Types' field, ensure that 'Fee Slip Balances' is checkmarked. Uncheck 'Unapplied Deposits.'
d. Data Selection>Report Options: Uncheck ‘Age by Transfer from Insurance Date.’
e. Report Grouping: Select 'Insurance.'
5. Output: Select 'CSV File.' Then, if needed, enter a file name.
6. Select ‘Process.’