Stop letting claims sit untouched for 30, 60, or 90 days.
The Claims Follow-Up Dashboard flags unresolved claims, no-follow-up items, denial codes, aging risk, and appeal status — so staff know exactly what needs to be worked and in what order.
⚠ Information entered into the downloaded dashboard is stored locally by your browser on your device and is not stored in a JRC-hosted dashboard database or cloud backend.
Get Complete Suite — $297 →| Code | Count | $ |
|---|---|---|
| CO-16 | 3 | $1,140 |
| PR-204 | 2 | $1,680 |
| N211 | 2 | $840 |
| CO-97 | 1 | $315 |
Built for follow-up accountability.
Every claim has a risk level, a follow-up date, an assigned staff member, and an activity log. Nothing hides in a pile.
Reference numbers + activity log
Track insurance call reference numbers, who worked the claim, date of last follow-up, and next action. Date-stamped note types: Call, Billing, Denial, Appeal, Resolved.
Denial code intelligence
Top denial codes ranked by count and dollar amount. Each code comes with specific fix guidance — what to do, not just what it means. CO-16, PR-204, N211, CO-97, and 15 more.
30/60/90 day aging report
Claims bucketed by days outstanding with dollar amounts per bucket. Includes action label — Monitor, Follow Up, Urgent, Escalate Now.
Doctor report
One-page printable summary showing total AR, outstanding claims, denial rate, and aging breakdown — built for a 60-second physician review.
Accounting report
AR by payer with open count, dollar amount, denied count, and denied dollars. One row per insurance company. Print or export.
Mark Paid → Archive
One button closes a claim and stamps it with the paid date. Paid claims move to the archive — total collected visible at a glance.
Every claim has a status. Every denial has a fix.
The Claims Follow-Up Dashboard replaces the spreadsheet, the sticky notes, and the "I'll remember to follow up" approach that costs your practice thousands every month.
- Smart alerts auto-generated — no setup required
- Denial code fix guidance built in — CO-16, PR-204, N211, CO-97, and 15+ more
- Doctor report and accounting report — print-ready, no formatting required
- One-time purchase — runs locally in your browser, no subscription, no login
One dashboard, one workstation
This dashboard runs on one dedicated workstation and keeps its claims data locally. Practices with more than one biller often run a dashboard per workstation and divide the work — by carrier, provider, patient range, or claim type — so each person owns their queue, and the office still gets one combined picture through the doctor and accounting reports.
It's designed so each claim is worked from one designated workstation at a time. It is not a synchronized multi-user database — if several people need to edit the same claims live across computers, a centralized system is the better fit.