Insights: Outstanding Claims
The Outstanding Claims report provides a clear overview of all unresolved insurance claims, helping you track outstanding balances and unbilled sessions per payer. This report is an essential tool for identifying delays in reimbursement and optimizing your billing workflow.
This report includes the following key fields:
- Payer - Insurance company.
- Balance - The total dollar amount of unpaid claims associated with each payer.
- Unbilled Sessions - The number of sessions for which no bill or claim has been generated yet.
- 0-30 Days - The total number of claims that have been outstanding for 30 days or fewer.
- 30+ Days - The total number of claims that have been outstanding for more than 30 days.
- 60+ Days - The total number of claims that have been outstanding for more than 60 days (Note: This is a subset of the 30+ days column).
Note: Claim aging is calculated from the claim creation date, not the date of service.
Filtering and Sorting Features
The filtering and sorting features allow you to customize how report data is displayed. Click Filter to organize data by practitioner(s), payers, or both. By default, the report shows All members. You can uncheck this box to select specific team members, or click Uncheck All to clear all selections.
You may also filter by Payer by selecting All to view Outstanding Claims for every payer, or by choosing a specific payer from the drop-down menu.
Each column in the Outstanding Claims Report is also sortable, allowing you to organize the data in that column alphabetically or numerically. Simply click on any column heading to sort the report by that category.
Downloading the Report
As with all Sessions Health Insights Reports, the Outstanding Claims Report can be downloaded as a .CSV file. Simply click the Download button in the top right corner of the report page.
If you have additional questions or need assistance, please contact us at support@sessionshealth.com.