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Main Billing Reports
DR
Dr. Rivera
Practice Admin

Overview

DEMO
Live
Collected MTD
$284K
↑ 12.4% vs last month
Pending AR
$41K
↑ 3.2% needs follow-up
AR Days
12.4
↓ 4.1 vs avg
Clean Claim Rate
98.4%
↑ 0.8% this quarter
Monthly CollectionsView Report →
Payer Mix
Denial Rate by Payer
Medicare
6%
Medicaid
11%
Aetna
8%
UnitedHealth
14%
BCBS
9%
Recent ClaimsView All →
ClaimPatientAmtStatus
CLM-88421Rivera, J.$3,840Approved
CLM-88420Chen, M.$1,250Pending
CLM-88419Patel, S.$7,100In Review
CLM-88418Johnson, A.$2,560Approved
CLM-88417Williams, K.$890Denied
Total Claims
1,284
Approved
1,148
89.4%
Pending
124
Denied
12
Claims Register
Claim IDPatientDateCPTPayerAmountStatus
Total Denials
87
Appealed
54
Overturned
48
88.9%
Recovered
$72K
Denial Reasons
Denial Trend (12mo)
Action Required
Claim IDPatientPayerReasonAmountDaysAction
CLM-88412Thompson, R.UnitedHealthPrior auth$4,20018
CLM-88401Garcia, L.MedicaidWrong NPI$1,8508
CLM-88388Lee, H.AetnaDuplicate$9203
CLM-88371Patel, A.BCBSNon-covered$3,10022
Total Outstanding
$142K
0–30 Days
$84K
31–90 Days
$41K
90+ Days
$17K
AR Aging Distribution
AR by Payer
MEDICARE
$38K
142 claims
MEDICAID
$24K
98 claims
COMMERCIAL
$61K
214 claims
PATIENT
$19K
77 accounts
Medicare
27%
Medicaid
17%
Commercial
43%
Patient Pay
13%
Total Patients
2,847
Active Month
412
Avg Balance
$184
Collection Rate
94.2%
Patient Accounts
New Claim Submission
Submission Checklist
⬜ Patient name
⬜ Date of service
⬜ Provider NPI
⬜ Payer selected
⬜ CPT code
⬜ ICD-10 code
⬜ Charge amount
Recent Submissions
CLM-88421 — $3,840
Today 09:14 AM · Approved
CLM-88420 — $1,250
Today 08:32 AM · Pending
CLM-88419 — $7,100
Yesterday · In Review
Codes Reviewed
8,421
Auto-Coded
91.2%
Flagged
74
Avg Code Value
$248
CPT Code Lookup
🔍
Enter a CPT code or keyword
Try: 99213, ECG, chest, CBC, venipuncture
Top CPT Codes This Month
CodeDescriptionCountRevenue
99213Office Visit Est. L3284$42,600
99214Office Visit Est. L4198$43,560
93000ECG Routine144$14,400
85025CBC w/ Differential122$9,760
71046Chest X-Ray 2 Views88$15,840
Revenue Trend (12 Months)
Collection Rate Trend
KPI Summary
MetricThis MonthLast MonthChange
Gross Charges$412K$389K↑ 5.9%
Net Collections$284K$253K↑ 12.4%
AR Days12.416.5↓ 4.1
Clean Claim Rate98.4%97.6%↑ 0.8%
Denial Rate1.6%2.4%↓ 0.8%
Export Reports
Active Alerts3 require immediate action
!
5 claims approaching timely filing deadline
Cigna 90-day window. Deadline in 3 days. CLM-88350, CLM-88341 at risk.
!
UnitedHealth denial rate spiked to 14%
Up from 9% last month. Prior auth policy change April 1, 2026.
⚠
$17K in AR exceeds 90 days
7 accounts at risk of write-off. Patient outreach recommended.
⚠
Credentialing expiry — Dr. Kim
Medicare credentialing expires in 14 days. Renewal must be initiated immediately.
✓
Monthly collections up 12.4%
Best performance since Q3 2025. Clean claim rate 98.4% — a new practice high.
✓
ICD-10 FY2026 code updates applied
482 new codes, 31 revised. Applied automatically April 1, 2026.

Practice Information

Notifications

Denial alerts
Notify on claim denials
Timely filing warnings
Alert 7 days before deadline
Payment posted
Notify on ERA/EOB receipt
Weekly summary email
Monday morning KPI digest

EHR Integrations

Epic EHR
Connected · Last sync 2 min ago
Active
Office Ally Clearinghouse
Connected · 99.9% uptime
Active
Stripe Patient Pay
Connected
Active
Athena (Secondary)
Not connected