Productions and Collections
✨ AI Practice Insights NOT IN YOUR CURRENT REPORTS
Plain-English narrative analysis generated from the numbers above — updated with every refresh.
Historical Analysis
Collection Ratio Trend
Adjusted Production Trend
Collections Trend
A/R Breakdown AGING
Share of outstanding A/R by age. Goal: 90+ under 5%.
Monthly Breakdown — Collections
| Date | Adjusted Production | Collections | Collection Ratio | Patient Collection | Patient Ratio | Insurance Collection | Insurance Ratio |
|---|
Practice Tools
📋 Open Claims
🔔 Patient Alerts
💳 Scan/EFT Log
🏠 Practice Demographics
Open Claims — Outstanding Aging Report NEW — FROM YOUR PMS AGING EXPORT
This view is fed by the outstanding aging report from the practice management software — every open claim with patient and insurance detail, exactly what your COO asked for. In the live build it refreshes automatically each time the export lands (or connects directly where the software allows it). Rows flagged ⚑ have an active patient alert below.
| Patient / Insurance | Loc | DOS | Claim # | Procedure | Billed | Ins. Balance | Pt. Balance | Age | Status / Condition | Next Action |
|---|
Patient Alerts — Provider Escalations NEW — YOUR AR WORKFLOW, AUTOMATED
Works exactly the way your team does it today: your AR agents set a condition on the claim (status + recommended action). When the condition needs a provider decision — like a claim denied because the patient wasn't eligible — the system automatically emails the office an alert with a link to this list. The provider clicks, sees the situation, and answers right here (bill the other insurance, move to patient responsibility, or write off). No decision sits in an inbox. Try the buttons — this demo is interactive.
Medical Cross-Coding Opportunities NOT IN YOUR CURRENT REPORTS
| Procedure | Dental Rate | Medical Rate | Est. Missed / Mo |
|---|
Silent Underpayment Flags NOT IN YOUR CURRENT REPORTS
| Payer | Claims | Expected | Paid | Variance |
|---|