The top-level Billing tab is one screen: Revenue Cycle. It is deliberately small — an aging strip, a list of claims, and a queue of things that need a human.
The aging strip
Four tiles across the top: A/R 0–30 days, A/R 31–60 days, A/R 61–90 days, A/R 90+ days. Each shows a dollar total and a claim count.
They count every claim that is not PAID — so a denial, a draft nobody submitted, and a partially paid claim all age together.
Screenshot pending capture
That last point is worth sitting with. The aging strip is not "money the payer owes"; it is money that has not arrived, whatever the reason. A large 90+ tile is as likely to be claims that were never sent as claims a payer is sitting on.
The claims list
Claims (n) has five columns: Claim, Status, Payer, Total, Age (shown as 42d).
The statuses you will see:
| Status | Meaning |
|---|---|
| DRAFT | Created but not scrubbed or sent |
| SCRUBBED | Checked and ready to go |
| SUBMITTED | With the clearinghouse / payer |
| PARTIALLY PAID | Some money arrived; a balance remains |
| PAID | Settled — drops out of aging |
| DENIED | Payer refused it |
| NEEDS REWORK | Flagged for correction |
Empty, it tells you where claims come from: No claims yet. Finalize billing on an encounter to create one. Claims are born when a clinician signs off and attests codes.
The work items
Open work items (n) is the actual queue. Each carries a priority chip and a type:
- Denial rework
- A/R follow-up
- Patient balance
- Eligibility issue
Row buttons: Start, Open, Resolve, Escalate.
Screenshot pending capture
Opening one gives you a workspace with ← Back to worklist, a HIGH PRIORITY chip where it applies, and a Next step: line telling you what this type of item needs. The primary button changes to match:
| Item type | Button | What it's asking |
|---|---|---|
| Denial rework | Rework & resubmit claim | Review the payer denial, correct the claim, and resubmit it to the clearinghouse. |
| A/R follow-up | Resubmit claim | Follow up on the aged claim — resubmit it so the payer payment can post. |
| Patient balance | Open patient billing | Post the patient responsibility and queue a statement from the patient's Billing tab. |
| Eligibility issue | Open patient billing | Re-check the patient's coverage and benefits from the patient's Billing tab. |
Escalate and Mark resolved close the loop. Resolve when the money has posted or the balance is genuinely settled — not when you have finished typing.
What this screen does not do
Being clear about the edges saves you hunting:
- No claim filters or search
- No submit / correct / write-off / post-payment buttons on a claim
- No ERA or remittance posting — there is no file upload and no auto-post. Remittance data is shown read-only inside a work item, and patient payments are posted by hand on the patient's Billing tab
What usually goes wrong
Working the claims list. It is a report. Work the queue.
Resolving on resubmit. The item exists until payment posts.
Reading aging as payer delay. Check whether the old claims were ever actually submitted.
Looking for a way to post an ERA. There isn't one yet. Payments go on the patient's Billing tab, one at a time.