Overview
The aging file generated from RevolutionEHR will populate claim data in the 'Aging' module. The following instructions outline how to export an aging file from RevolutionEHR.
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 RevolutionEHR - 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 for All Locations
1. Login to RevolutionEHR.
2. Navigate to the 'Accounting' module, then select the 'Invoices' sub-module.
3. Set the following filters:
- Location: All.
- Status: Active.
- Approval: All.
- Payer Type: Insurance
4. Select 'Search.'
5. Select the export icon to the right.
6. The file will be downloaded to the 'Downloads' folder on your computer. After it is downloaded, the file must remain in .csv format and unedited.