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What counts as A/R

A claim appears only if money is still owed on it. The amount is charges minus insurance payments minus write-offs minus patient payments, calculated from the claim's own service lines every time the report runs. Nothing is read from a stored total, so the report cannot go stale. A claim settled in full, or in credit, is not A/R and does not appear.

The period

Period filters on date of service, not on when the claim was created or sent. Both the first and last day you pick are included.

Never Submitted

A claim counts as never submitted when there is no record of a file successfully reaching Office Ally. This deliberately ignores the claim's status and its submitted date, because both can be set by hand. A claim marked Submitted by a mis-click but never transmitted is exactly what this column is for. It is money owed, so it is included in Total A/R.

The age buckets

Age is counted in whole days from the first successful transmission to today. 0-30 means 0 to 30 days inclusive, 31-60 starts on day 31, 61-90 starts on day 61, and 91+ starts on day 91.

Resubmitting a claim does not restart the clock. The money has been owed since it was first billed, and resetting the date would make old money look new. Rejected claims are surfaced separately instead, see below.

Needs resubmission

A claim that was sent once and has fallen back to Draft, Ready, Denied or Rejected. Nothing is pending with the payer until someone sends it again. These claims are not "never submitted", so they age normally and can sit in 0-30 looking healthy. The orange marker on the row and the note under Open Claims exist so they stop hiding. The money is already counted in Total A/R; the marker is a flag, not an extra amount.

The four cards

• Total A/R - every open dollar in the period, never submitted included.
• Open Claims - how many claims still owe money. The line beneath shows the patient count, or the resubmission warning when there is one.
• Over 90 Days % - the 91+ money as a share of Total A/R.
• Avg Claim Age - submitted claims only. An unsent claim has no age, and counting it as zero would make a backlog look healthy.

Totals

Each patient row totals its own columns, each payer subtotal adds up its patient rows, and the grand total adds up the patient rows across every payer. A patient owing two payers is listed under each, but is counted once in the patient count.