AR Management & Aging
Keep your AR healthy with interactive aging reports, prioritized follow-up queues, and automated worklists. Know exactly which accounts need attention and when, with drill-down capabilities from summary to individual claim.
Works with
- Denial Management & AppealsIdentify, work, and appeal denied claims with analytics to prevent future denials.
- Patient StatementsGenerate, batch, and send patient statements with multiple delivery methods.
- Financial ReportingComprehensive billing reports including AR aging, collections, payer mix, and denial analytics.
Accounts receivable is every claim that has been sent and not yet paid, and every patient balance that has been billed and not yet collected. It ages quietly. AR Management & Aging makes it loud: every open balance is bucketed by age, ranked by what it is worth and how close it is to a deadline, and handed to someone as a worklist rather than a report.
The aging dashboard is interactive. Start at the practice total, drill into a payer, then a provider, then the individual claims, and open any claim without leaving the screen. The point is not the chart; it is finding the specific claims behind the number and doing something about them today.
Follow-up queues are built from rules the practice sets: claims with no response after the payer’s normal adjudication window, balances approaching timely-filing or appeal limits, underpayments against the contracted rate, and patient balances past the statement cycle. Each queue item carries the last action taken and the next one due.
Key Benefits
Reduce days in AR
Priority-based follow-up queues
Interactive aging dashboards
Payer performance tracking
What the A/R module does
Aging by payer, provider, and patient
Standard 0-30 through 120+ buckets, split by insurance and patient responsibility, with drill-down from the practice total to the individual claim.
Prioritised worklists
Open balances are ranked by dollars, age, and deadline so the queue starts with the claim that is both large and about to expire.
Follow-up history on every claim
Calls, portal checks, and resubmissions are logged on the claim with the date, the method, and the notes, so the next person knows exactly where it stands.
Timely-filing and appeal clocks
Payer-specific filing and appeal windows are tracked per claim, and the queue surfaces anything inside its final weeks.
Payer performance tracking
Days to pay, denial rate, and underpayment frequency are reported per payer, so slow or difficult payers are visible as a pattern rather than a feeling.
Hand-off between insurance and patient balances
When the payer finishes, the remaining responsibility moves to the patient statement cycle without someone re-keying it.
How It Works
Age
Every open claim and patient balance is placed in an aging bucket as of today, updated as payments post.
Prioritise
Rules rank the open items by value, age, and deadline, and assign them to the queue of the biller responsible for that payer or practice.
Work
Each item opens to the claim with its status history, the payer’s contact details, and the last action taken. The biller records what happened and the next follow-up date.
Measure
Days in A/R, the share of A/R over 90 days, and payer performance update as the queues are worked, so the practice can see the trend, not just the balance.
Frequently asked questions
What does "days in A/R" mean?
How does the platform decide which claims to work first?
Can I see who followed up on a claim and what the payer said?
Ready to transform your ar management & aging?
Built for healthcare practices that are done fighting their billing software.