Overview
The aging file generated from Eye Cloud Pro will populate data in various sections of OneSpot, such as the payer list in the 'Admin' module and claims in the 'Aging' module. The following instructions outline how to export an aging file from Eye Cloud Pro.
How to Export an Aging File
1. Login to Eye Cloud Pro.
2. From 'Reports,' select 'Library.'
3. Under 'Accounting,' select 'Accounts Receivable Aging Report.'
4. Set the following search filters:
a. Insurance: Show Everything.
b. Insurance Status: All Statuses.
c. Store: All Stores.
d. Region: All Regions.
e. Start Date/End Date: Leave blank.
5. Select 'Run Report.'
6. The file will be available in your downloads as a .xls format. Do not edit the file format.
Note: When saving the report to your computer, please ensure the file name reflects the date it was created. This will help differentiate your reports and avoid confusion when uploading the file to the 'Aging' module in OneSpot.