AR aging

Outcome

You can read the AR aging chart, drill into any bucket, identify the biggest aged claims, and assign or schedule follow-up actions for each.

Prerequisites

Scope	What it lets you do
billing.claim.read	View claims and balances
reports.read.financial	See the AR aging widgets

The chart

/ar/aging (or the dashboard's AR aging widget). Default buckets:

Bucket	Days
0-30	Current
31-60	Watch
61-90	Action
91-120	Escalation
121+	Critical

Each bucket shows total dollars + claim count. Click a bucket → land on the filtered Claims list with that age range applied.

Filters that matter

Filter	Use
Payer	Find a payer's pattern.
Facility	Multi-site clerks.
Filing type (P / I)	Different cadence per type.
Status	SUBMITTED vs ACCEPTED — the gap matters.
Assigned to	Workload distribution.

Common patterns

Pattern	Read
Big spike in 31-60 from a single payer	Payer is slow, or payer rejected your batch silently.
Steady growth in 91-120	Follow-up cadence is broken; team is too small or overwhelmed.
Concentration at one facility	Likely intake / EMR issue at that site.
121+ growing	Escalate; this is bad-debt territory.

Working an aged claim

1. Open the claim from the bucket drill-through. Look at the Submission tab.

2. Decide where it is in the lifecycle:

   State	Move
   SUBMITTED (no 277CA)	Resubmit; or contact partner.
   ACCEPTED (no 835)	Send 276 inquiry — see 6.4.
   DENIED (denial open)	Triage on /denials.
   PARTIAL (balance with payer)	Partial-payment follow-up — payer call or appeal.
   PARTIAL (balance with patient)	Patient AR — see 7.1.

3. Set follow-up on the right rail. Reason + due date. The dashboard flags overdue follow-ups.

Bulk follow-up

For an aging cohort:

1. Filter to the cohort (e.g. age 61-90, payer X, accepted-no-835).

2. Bulk select, Send 276. The platform builds inquiries and sends.

3. Watch responses on the dashboard's 276 responses today widget. Triage based on each 277.

The watch list

Save filtered AR views as Watch lists:

List	Filter
Aged 60+ over $1k	age >= 61 AND balance > 1000
Payer X follow-up	payer_id = X AND age >= 30
My queue	assigned_to = me AND followup_due

Watch lists save in the dashboard view picker. See 8.2 — Custom views.

Validation

Check	Expected
Drill from a bucket lands on the filtered list	Yes.
Assigning a claim updates the assigned-to filter	Yes.
Watch list saves under the dashboard	Yes.
Bulk Send 276 writes one transaction per claim	Yes.

Troubleshooting

Symptom	Cause	Fix
Aging numbers don't match accounting	Different aging definitions	Confirm: aging starts on submission date by default; some tenants prefer DOS.
Bucket counts disagree across screens	Cache lag	Hard-refresh; the dashboard refreshes on a 60-second cadence.
Old claims with $0 balance still showing	View filter	Toggle Hide $0 balances.
Followup date doesn't surface	View doesn't include followup_due	Add the column or use the Followup overdue watch list.

Where to next

• 6.2 — Days-in-AR KPI for the rolling KPI.
• 6.4 — Claim status inquiry (276/277) for the active follow-up tool.