Insights: Outstanding Claims
The Outstanding Claims report provides a clear overview of unresolved insurance claims and unbilled sessions grouped by payer. It helps you track aging balances, identify reimbursement delays, and optimize insurance billing workflows across your practice.
👀 If you don’t see the Outstanding Claims report, your permission settings may need to be updated. Please check with your system administrator to review and adjust your access.
In this article:
- Outstanding Claims Report Contents
- Using Report Filters
- Sorting by Column
- Downloading Outstanding Claims Data
- Frequently Asked Questions
- Related Resources
Outstanding Claims Report Contents
The following information is displayed on this report:
| Field | Definition |
|---|---|
| Payer | The insurance company associated with the claims |
| 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 | Total number of claims created 60 or more days ago (Note: These claims are already included in the 30+ Days total) |
ℹ️ Claim aging is calculated from the claim creation date, not the date of service.
Using Report Filters
Use filters to customize how report data is displayed. Select Filter to organize data by practitioner(s), payers, or both:
- Members: By default, all members are included. Uncheck the All box to select specific team members, or select Uncheck All to clear all selections.
- Payer: Select All to view outstanding claims across every insurance payer, or select a specific payer from the drop-down menu.
Sorting by Column
Select most column headers to sort data in ascending or descending order.
For example, sort by Payer to organize insurance companies alphabetically, or sort by Balance or 60+ Days to prioritize payers with the highest unpaid balances or oldest claims.
Downloading Outstanding Claims Data
To the right of the filter options, you can download the report as a .csv file by selecting the Download button in the upper-right corner. You can exclude specific parts of the data as needed by filtering the report before selecting Download.
Frequently Asked Questions
How is claim aging calculated in this report?
Claim aging (0-30 Days, 30+ Days, and 60+ Days) is calculated starting from the date the claim was created, rather than the date of service.
Is the 60+ Days column included in the 30+ Days total?
Yes. The 60+ Days column is a subset of the 30+ Days column, highlighting older claims that may require immediate follow-up.
What does Unbilled Sessions indicate?
Unbilled Sessions displays the count of insurance sessions for that payer where an insurance claim or bill has not yet been generated.
Related Resources
For more information about insurance billing and Insights reports, check out these resources: