Productions and Collections
Billing Activity — Month to Date NEW KPIs
✨ AI Practice Insights NOT IN YOUR CURRENT REPORTS
Plain-English narrative analysis generated from the numbers above — updated with every refresh.
Practice Tools
📋 Open Claims
📎 Claim Alerts
🔔 Insurance Eligibility Alerts
👤 Patient AR Accounts
✅ Insurance Verification Tracker
💳 Posting Log
Historical Analysis
Collection Ratio Trend 80%+ HEALTHY50–79% WATCH<50% CRITICAL
Adjusted Production Trend
Collections Trend
A/R Breakdown AGING
Share of outstanding A/R by age, with the dollars sitting in each bucket. Goal: 90+ under 5%. Hover a bucket for why claims are sitting there · click to open those claims.
Monthly Breakdown — Collections
| Date | Adjusted Production | Collections | Collection Ratio | Patient Collection | Patient Ratio | Insurance Collection | Insurance Ratio |
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Open Claims — Outstanding Aging Report FROM YOUR PMS AGING EXPORT✓ saved
Fed by the outstanding aging report from the practice management software — every open claim with patient and insurance detail. In the live build it refreshes each time the export lands. Your team edits Claim Status, Claim Action, Work Date and Follow-Up Date right in the row — changes save automatically. Rows flagged ⚑ have an eligibility alert, ⚑ a claim alert.
| Patient / Insurance | Loc | DOS | Claim # | Procedure | Billed | Ins. Balance | Pt. Balance | Age | Claim Status | Claim Action | Work Date | Follow-Up Date |
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Claim Alerts — Documentation & Information Requests NEW SECTION
When a payer pends a claim for an attachment or missing information (X-ray, perio chart, chart notes, subscriber details), the system emails the office and lists it here. The office answers with one click — "X-ray uploaded", "Chart notes uploaded", and so on — and the claim's status, action, work date and follow-up date update automatically in Open Claims. No decision sits in an inbox. Try the buttons.
Insurance Eligibility Alerts — Provider Escalations RENAMED FROM PATIENT ALERTS
Your AR agents set a condition on the claim. When a claim is denied because the patient wasn't eligible, the system automatically emails the office an alert with a link here. The provider or front desk answers with one click: close and bill the patient, refile with the new insurance or corrected demographics, log that the patient was called, or bill the secondary. Each answer updates the claim row above automatically.
Patient AR Accounts NEW SECTION✓ saved
Fed by the Patient AR report. Every patient balance with statement history, collections status and the next step. Status, Action, Work Date and Follow-Up Date are editable — the Statements Sent, Collections and Bad Debt KPIs above roll up from this page.
| Patient | Loc | Balance | Last Statement | Statements Sent | Claim Status | Claim Action | Work Date | Follow-Up Date |
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Insurance Verification Tracker NEW SECTION✓ saved
Upcoming appointments and whether coverage has been verified. Catching an inactive plan before the visit is what prevents the eligibility denials in the alerts above. The Total Insurance Verifications MTD KPI counts completed verifications here.
| Patient | Loc | Appointment | Payer / Plan | Procedure Planned | Claim Status | Claim Action | Work Date | Follow-Up Date |
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Posting Log RENAMED FROM SCAN/EFT LOG✓ saved
Every EFT, check and patient payment received, whether it has been posted, and any variance between what the payer sent and what was expected. Unposted or variance items carry a status, action and follow-up date like everything else.
| Received | Loc | Source | Payer / Payer Ref | Amount | Claims | Claim Status | Claim Action | Work Date | Follow-Up Date |
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Medical Cross-Coding Opportunities NOT IN YOUR CURRENT REPORTS
| Procedure | Dental Rate | Medical Rate | Est. Missed / Mo |
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Silent Underpayment Flags NOT IN YOUR CURRENT REPORTS
| Payer | Claims | Expected | Paid | Variance |
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