RCM · Live template preview
AR aging dashboard
Payer-mix breakdown, days-in-AR, and collector worklist prioritization.
The Receivables Ledger
Days in AR fall to 42, a sixteen-month low, as collections team narrows over-90 backlog.
Total receivables stand at $1.80M across nine payers, with the over-90 column accounting for 13.3% of the book. Self-pay and Medicaid (Molina) remain the heaviest weight on aging, while UHC Choice Plus has improved fifteen days quarter-over-quarter. Median balance per account: $1,840; mean: $2,612. The averages tell a louder story than they should. See ¶ at right.
Aging by payer · in thousands
Click any cell to drill into underlying accounts.
| Payer | 0-30 | 31-60 | 61-90 | 91-120 | 120+ | Total |
|---|---|---|---|---|---|---|
| Aetna PPO | 304.8 | |||||
| UHC Choice Plus | 351.7 | |||||
| BCBS IL | 275.9 | |||||
| Medicare A/B | 181.3 | |||||
| Medicaid (Molina) | 176.9 | |||||
| Cigna OAP | 162.9 | |||||
| Humana Gold | 118.5 | |||||
| Tricare Prime | 80.0 | |||||
| Self-pay | 148.4 | |||||
| Total | 813.0 | 489.5 | 258.8 | 137.6 | 101.5 | 1800.4 |
DSO trend · 12 weeks
Lower is better. Target 35.
| High | 52 days |
| Low | 42 days |
| 12-week change | -10 days |
Collector worklist · ranked by recovery score
240 accounts · highest expected yield first
| Payer | Recommended | |||||
|---|---|---|---|---|---|---|
| 99 | Ines Beaumont ACC-770052 | Aetna PPO | 193d | Send pre-collection letter | $7907.27 | |
| 99 | Roman Tanaka ACC-770079 | UHC Choice Plus | 194d | Appeal denied units (CO-151) | $893.01 | |
| 99 | Devon Reyes ACC-770106 | UHC Choice Plus | 195d | Verify secondary COB | $3678.75 | |
| 99 | Helena Hjalmarsson ACC-770107 | Cigna OAP | 198d | Bad debt review | $4265.88 | |
| 99 | Niamh Vasquez ACC-770118 | BCBS IL | 181d | Appeal denied units (CO-151) | $2013.16 | |
| 99 | Magdalena Nakagawa ACC-770142 | Self-pay | 197d | Call patient, payment plan offer | $7393.07 | |
| 99 | Pilar Verlaine ACC-770150 | Aetna PPO | 197d | Eligibility re-verification | $3338.64 | |
| 99 | Caleb Yamamoto ACC-770169 | Aetna PPO | 198d | Refile with corrected modifier 25 | $378.81 | |
| 99 | Idris Sutherland ACC-770173 | Aetna PPO | 191d | Appeal denied units (CO-151) | $4784.11 | |
| 98 | Tatiana Verlaine ACC-770086 | Tricare Prime | 184d | Resubmit with chart notes | $4034.99 | |
| 98 | Kenji Drozdov ACC-770133 | BCBS IL | 197d | Resubmit with chart notes | $6464.49 | |
| 97 | Aiyana Marquardt ACC-770009 | Self-pay | 185d | Verify secondary COB | $8511.87 | |
| 97 | Rosalind Abdullahi ACC-770033 | UHC Choice Plus | 184d | Status check via 276/277 | $6148.58 | |
| 97 | Hiroshi Salgado ACC-770160 | BCBS IL | 198d | Patient statement #3 due | $9250.23 | |
| 97 | Tatiana Nakagawa ACC-770193 | Aetna PPO | 185d | Verify secondary COB | $6484.66 | |
| 96 | Roman Marquardt ACC-770201 | Medicare A/B | 189d | Eligibility re-verification | $8842.57 | |
| 96 | Naledi Vandermeer ACC-770233 | Medicare A/B | 189d | Appeal denied units (CO-151) | $7828.97 | |
| 95 | Linnea Verlaine ACC-770113 | Aetna PPO | 164d | Status check via 276/277 | $2465.18 | |
| 95 | Tomás Holloway ACC-770129 | Humana Gold | 193d | Patient statement #3 due | $6132.45 | |
| 95 | Ines Vasquez ACC-770158 | UHC Choice Plus | 195d | Appeal denied units (CO-151) | $6382.15 |
Collector capacity · month-to-date
RCM · CFO view
A/R aging, days-in-AR & collector worklist
Where the money is sitting and which buckets are aging into write-off territory.
Aging buckets
Payer mix of A/R
Connectors used
Snowflake / BigQuery / Databricks
requiredDays-in-AR + payer-mix analytics
Microsoft Excel
requiredCollector worklist exports
Asana
optionalFollow-up tasks per account
Microsoft Teams
optionalDaily huddle notifications