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.
⚠ Dashboard data is stored locally in your browser on your device and is not stored on JRC servers.
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