Overview
The Aging Performance Trend KPI shows how your aging balances are changing over time. View results in dollars or as a percentage of total insurance accounts receivable (AR) to understand both the size of your balances and how they compare to overall AR.
Why It Matters
The percentage view provides important context. If your AR is growing, increases in aging balances might expected. However, if aging balances are rising faster than your overall AR, it could signal a potential issue that needs attention.
It also allows you to drill into the details behind the numbers and filter by date range, location, payer, and aging bucket. With a focus on the most critical aging categories (61+ days), this KPI helps you spot trends early and take action with confidence.
Using the Graph
Understand the Layout
- The X-axis displays each month, with bars representing aging buckets (61–90, 91–120, and 121+ days, as well as a combined 61+ view).
- The Y-axis shows either dollars or percentages, depending on your selected view.
Customize Your View
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Choose a time range: Last 3 Months or Last 12 Months.
- Selecting the Last 12 Months will not include the current month.
- Switch between dollar ($) and percentage (%) views to update the Y-axis.
- Choose your chart style: individual bars (default) or stacked.
Interact with the Chart
- Hover over any segment to see the aging bucket, total dollars, and percentage.
- Select an aging bucket to hide it from the graph; select it again to add it back.
View Details: Access the Full Aging Performance Trend Report
Selecting View Details or the bar on the KPI takes you directly to the Aging Performance Trend Report, where you can explore the historical data behind the chart.