Billing & Claims

Manage charges, claims, patient responsibility, payments, and billing exceptions.

Tuesday, September 29, 2026

Charges today$8,42037 completed visits

Claims ready18$6,940 total

Pending claims31$14,870 outstanding

Needs attention7Documentation / payer issues

Patient balances$9,630Across 126 accounts

Payments today$3,180Insurance + patient

Claims Work Queue

Track claims from charge review through payer resolution

CLM-50841

David ChenSep 29 • Hypertension follow-up

Cigna

$285.00

Needs note

0 days

›

CLM-50840

Maria JohnsonSep 29 • Annual physical

Highmark

$410.00

Ready

0 days

›

CLM-50792

Nina ClarkSep 22 • Lab review

Medicare Advantage

$220.00

Submitted

7 days

›

CLM-50691

Kevin RossSep 15 • Medication follow-up

Aetna

$245.00

Denied

14 days

›

CLM-50520

Olivia MartinSep 8 • Sick visit

UnitedHealthcare

$195.00

Pending

21 days

›

Patient Balances

Outstanding patient responsibility requiring collection or follow-up

Open balances →

David ChenPT-10244

$40.00

At checkout

›

Ava MitchellPT-10461

$35.00

Due today

›

Thomas ReedPT-10072

$185.00

$60.00

$125.00

Follow-up

›

Claims Aging

Outstanding insurance receivables

0–30 days$9.8k

31–60 days$3.2k

61–90 days$1.1k

90+ days$770

Billing Exceptions

Items requiring staff action

7 open

Missing provider documentation

David Chen • CLM-50841

Today

Claim denied — coding mismatch

Kevin Ross • CLM-50691

14d

Eligibility response inconsistent

Robert Hayes • Pre-bill review

Review

Payments Today

Posted payments by source

Insurance$2,420

Patients$760

Total$3,180