For a step-by-step workflow, see: How to Work Insurance Claims
1. Insurance Metrics
1.1 Aging Buckets
Groups claims based on how long it has been since the date of service.
✅ Tip: Click on a number to filter all claims in that specific bucket.
1.2 Follow Up Today
Shows all claims with a follow-up date that is today or in the past, and that are not closed.
1.3 Follow Up Soon
Shows all claims with a follow-up date that is tomorrow or the next day, and that are not closed.
1.4 Missing ERAs
Shows claims submitted 45+ days ago that do not have an ERA posted.
1.5 Over Collected
Displays the total number of claims that had their copays over collected or payment overapplied.
1.5 Patients
Displays the top 20 patients with the most claims, based on your current filters.
1.6 Claim Status
Shows the number of claims in each status (except closed).
1.7 Denial Reasons
Lists the top denial reasons with the number of claims under each reason.
1.8 Insurance Aging Claims List
Below the dashboard, you’ll find the Insurance Aging Claims List, which shows all claims that have an insurance balance. This list automatically updates as you select metrics, letting you drill into the exact claims behind each number. For each claim you’ll see:
✅ Tip: Click the link icon to take you directly to the individual claim, or click on the View All to open the claims screen with all claims for that patient, plus any claims matching the selected status.
2. Patient Metrics
The Patient Metrics tab focuses on balances owed by patients rather than insurance. It helps you monitor outstanding patient responsibilities, spot credits, and identify where follow-up may be needed.
2.1 Aging Buckets
Groups claims based on how long it has been since the balance became patient responsibility.
Claims in collections will not appear in this list.
Closing a claim does not remove it from this list, to clear a patient balance, the claim must be written off.
✅ Tip: Click any number to filter and view all claims within that specific aging range.
2.2 Largest Patient Balance
Displays the top 20 patients with the highest outstanding balances.
Use this view to quickly identify and prioritize patients with larger balances for collection or follow-up.
2.3 Over collected
Shows claims where the patient balance is negative, meaning the patient has a credit for that specific date of service.
2.3.1 How to Fix Over Collected Claims
To fix over collected claims users can transfer the credit from this claim to another claim or patient balance as needed. Learn How to Transfer Patient Credit.
2.4 Patient Aging Claims List
The Patient Aging Claims List shows all claims that have a patient balance. This list updates automatically as you interact with the metrics above, allowing you to drill into the specific claims behind each number.
✅ Tip: Click the link icon next to a patient to go directly to that claim