JRC — Claims Follow-Up Dashboard Demo

JRC

JRC Billing Tools

Claims Follow-Up + Denial Intelligence

Dashboard Deep Dive

Claims Follow-Up
Dashboard

Every open claim. Every denial. Every follow-up date — tracked with smart aging alerts, denial code fix guidance, and print-ready reports.

⏰

30/60/90 Aging

Dollar amounts per bucket

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Denial Intelligence

Fix guidance per code

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Activity Log

Every call + action tracked

✅

Mark Paid → Archive

One-click with date stamp

👨‍⚕️

Doctor Report

Print-ready one-pager

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Accounting Report

AR by payer, print-ready

Claims Follow-Up Dashboard — 9 Views

Critical Risk

8

Act today

Outstanding AR

$18k

Insurance owes this

Denied Claims

8

$4,200 recoverable

No Follow-Up 14d+

12

Slipping through

⚠

Johnson, Robert — UHC · 95d · Denied PR-204

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Garcia, Maria — Cigna · 110d · No appeal filed

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Smith, Jane — BCBS · 45d · No follow-up 10d

Claims Risk Dashboard

The home screen. Smart alerts auto-generated. No manual setup.

View 1 of 8

Critical Risk

8

Act today

→

Outstanding AR

$18.4k

Insurance owes this

Denied Claims

8

$4,200 recoverable

Appeal

No Follow-Up 14d+

12

Slipping through

Critical alerts — act today8 urgent

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Johnson, Robert — UHC

95d outstanding · Denied PR-204 · No appeal filed

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Garcia, Maria — Cigna

110d · Denied N211 · Appeal window closing

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Williams, Dana — Medicare

92d · No follow-up in 30 days

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Smith, Jane — BCBS

45d · No follow-up in 10 days

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Patel, Anita — Aetna

Denied CO-16 · Missing NPI — needs resubmission

Aging summaryAuto-calculated

Current (0–30d)

16

31–60 days

6

61–90 days

3

90+ days

6

Smart alerts auto-generated — no setup required

Click any alert row to open and work that claim

Aging bars update in real time as claims age

All Claims — Sortable Table

Every active claim sorted by risk. Filter by status, insurance, office. Click any row to edit.

View 2 of 8

Patient	Claim #	Insurance	Balance	Days	Status	Denial Code	Assigned	Last Note	Risk
Johnson, Robert	INS-22442	UHC	$420	95	Denied	PR-204	Mike T.	Need appeal	High
Garcia, Maria	INS-22443	Cigna	$315	110	Denied	N211	Amy R.	Window closing	High
Williams, Dana	INS-22450	Medicare	$280	92	Open	—	No F/U 30d		High
Patel, Anita	INS-22445	Aetna	$195	62	Denied	CO-16	Sarah J.	Refile w/ NPI	High
Smith, Jane	INS-22441	BCBS	$285	45	Open	—	Sarah J.	Called 10d ago	Medium
Martinez, Luis	INS-22447	Humana	$340	12	Pending	—	Mike T.	Submitted	Low

Filter by risk, status, insurance, or office

Red days column = 90+ · auto color-coded

Denied Claims Queue

Sorted by balance. Warning banner when no appeal is filed. Appeal window closes at 90–180 days.

View 3 of 8

Total Denied

8

Need action

$ Recoverable

$4,200

If appealed

No Appeal Filed

5

File now

Appeals Sent

3

In progress

⚠ 5 denied claims with no appeal filed. Appeal windows close at 90–180 days depending on payer. File immediately to recover $3,100.

Denied claims — sorted by balance · Click to work8 denied

Patient	Insurance	Balance	Days	Denial Code	Appeal	Assigned	Risk
Johnson, Robert	UHC	$420	95	PR-204	No	Mike T.	High
Garcia, Maria	Cigna	$380	110	N211	No	Amy R.	High
Lee, Sarah	BCBS	$355	67	CO-97	Filed	Sarah J.	High
Patel, Anita	Aetna	$315	62	CO-16	No	Sarah J.	High
Kim, David	Humana	$290	58	CO-22	Filed	Mike T.	High

Warning banner fires when no appeal is filed

Sorted highest balance first — work biggest money first

30/60/90 Day Aging Report

Four buckets with dollar amounts. Action labels from Monitor to ESCALATE NOW.

View 4 of 8

Current (0–30d)

16

$9,200 · Monitor

31–60 Days

6

$3,800 · Follow up

61–90 Days

3

$2,400 · URGENT

90+ Days

6

$3,000 · ESCALATE

90+ Days — ESCALATE NOW

$3,000ESCALATE

Patient	Insurance	Balance	Days	Status	Denial	Assigned
Johnson, Robert	UHC	$420	95	Denied	PR-204	Mike T.
Garcia, Maria	Cigna	$315	110	Denied	N211	Amy R.
Williams, Dana	Medicare	$280	92	Open	—	Unassigned

61–90 Days — Urgent

$2,400Urgent

Patient	Insurance	Balance	Days	Status	Assigned
Lee, Sarah	BCBS	$355	67	Denied	Sarah J.
Patel, Anita	Aetna	$315	62	Denied	Sarah J.

Dollar amount shown per aging bucket — not just count

Each bucket shows full claim table below the KPI cards

Denial Code Intelligence

Top codes by count and dollar amount. Each code has specific fix guidance built in — not just what it means.

View 5 of 8

Active Codes

5

This period

Total Denials

8

Claims denied

$ Denied

$4,200

Recoverable

Top Code

CO-16

Most frequent

Top denial codes this period5 active codes

CO-16

3

$1,140

PR-204

2

$1,680

N211

1

$840

CO-97

1

$315

CO-22

1

$290

Fix guidance — what to do for each code

CO-16Claim lacks required info. Check for missing referring NPI, diagnosis codes, or auth numbers. Correct and resubmit.

PR-204Not medically necessary. File appeal with treatment notes, functional outcomes, and clinical documentation.

N211No auth on file. Submit retro-auth request with the appeal. Include clinical notes and medical necessity letter.

CO-97Procedure bundled. Review NCCI edits. Use modifier 59, XS, XP, or XE to correctly unbundle if appropriate.

CO-22COB — another carrier is primary. Verify which insurance is primary. Bill primary first, attach EOB to secondary.

Denial codes ranked by count AND dollar amount

Fix guidance tells staff exactly what to do — not just what the code means

Doctor Report + Accounting Report

Both print-ready. One click to print as PDF. No formatting required.

View 6 of 8

Doctor Report

May 19, 2026 · JRC Billing — Danbury

Confidential · For physician review only

Active Claims

31

Open this period

Outstanding AR

$18.4k

Insurance owes

Denial Rate

26%

8 of 31 claims

90+ Day Claims

6

Needs escalation

AR aging breakdown

Aging Bucket	# Claims	$ Outstanding	% of AR	Action
Current (0–30d)	16	$9,200	50%	Monitor
31–60 Days	6	$3,800	21%	Follow up
61–90 Days	3	$2,400	13%	URGENT
90+ Days	6	$3,000	16%	ESCALATE
TOTAL	31	$18,400	100%	—

Print PDF button — no formatting, no exporting required

Accounting Report tab shows same data by payer

Critical Risk

8

Act today

Outstanding AR

$18.4k

Insurance owes

Denied Claims

8

$4,200 recoverable

No Follow-Up 14d+

12

Slipping through

Critical alerts8 urgent

⚠

Johnson, Robert — UHC

95d · Denied PR-204 · No appeal

✕

Garcia, Maria — Cigna

110d · N211 · Window closing

Aging

0–30d

16

90+ days

6

Status dropdown — Open, Pending, Denied, Appeal Sent, Paid

15+ denial codes with fix guidance built in

Activity log with 6 note types — date-stamped, staff-attributed

Mark Paid → one click archives with today's date

Paid Archive

Mark any claim as Paid — it archives instantly with date stamp. Total collected visible at a glance.

View 7 of 8

Total Archived

23

Collected claims

Total Collected

$9,840

This period

Collected This Month

8

May 2026

Avg per Claim

$428

This period

Paid archive — date stamped · Click to view history23 collected

Patient	Insurance	Balance Collected	Date of Service	Date Paid	Last Note
Davis, Linda	BCBS	$340	May 1, 2026	May 14	Paid in full. ERA received.
Thompson, Ray	Aetna	$415	Apr 28, 2026	May 12	ERA $415. Applied to account.
Chen, Wei	Humana	$290	Apr 22, 2026	May 10	Resubmitted CO-16. Paid after correction.
Brooks, Kim	UHC	$380	Apr 15, 2026	May 8	Appeal won. PR-204 overturned.
Adams, Tom	BCBS	$245	Apr 10, 2026	May 6	Paid. No issues.

Mark Paid in the edit form — archives instantly with today's date

Last note visible — see why each claim was finally paid

JRC

JRC Billing Tools

Claims Follow-Up Dashboard

9 views. Every claim accounted for.

Denial code fix guidance. 30/60/90 aging report. Doctor report. Accounting report. Activity log. Paid archive. All in one download.

jrcbillingtools.com

$97 — Single Dashboard

$297 — Complete Suite (All 4)

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