CLM-2026-09812Critical
Sunrise Family Care
Dr. Maria Chen · Aetna PPO
$2,100
120+ Days · Last follow-up 2026-05-03
Next: Payer call — medical records · Urgent
Foundation only — demo data. No ERA/EOB import, clearinghouse, or live AR tables in Supabase yet. Placeholders from web/src/lib/ar-aging/. Intended roles: Billing Company Admin, Supervisor, Biller, Accountant, Practice Owner/Admin, Read-Only Client.
Filters
Practice
Provider
Payer
Aging bucket
Risk level
Updated from
Updated to
Demo AR data — no rcm_ar_aging tables in CRM yet. Values reflect filtered placeholder snapshots.
Total AR
$410,400
AR Over 90 Days
$110,600
AR Over 120 Days
$63,100
Average Days in AR
60 days
Collection Risk
4
Follow-Up Required
2
AR aging buckets
0–30 Days
$151,000
144 claims (demo)
31–60 Days
$84,600
72 claims (demo)
61–90 Days
$64,200
36 claims (demo)
91–120 Days
$47,500
18 claims (demo)
120+ Days
$63,100
12 claims (demo)
Practice AR
| Practice | Total AR | 0–30 | 31–60 | 61–90 | 91–120 | 120+ | AR Over 90 % | Last Updated | Risk |
|---|---|---|---|---|---|---|---|---|---|
| Sunrise Family Care | $128,400 | $52,000 | $28,400 | $18,600 | $12,400 | $17,000 | 22.9% | 2026-05-23 | Medium |
| Lakeside Pediatrics | $67,200 | $31,000 | $14,200 | $9,800 | $6,200 | $6,000 | 18.2% | 2026-05-22 | Low |
| Valley Ortho Group | $214,800 | $68,000 | $42,000 | $35,800 | $28,900 | $40,100 | 32.1% | 2026-05-24 | High |
Provider AR
| Provider | Practice | Total AR | 0–30 | 31–60 | 61–90 | 91–120 | 120+ | AR Over 90 % | Last Updated | Risk |
|---|---|---|---|---|---|---|---|---|---|---|
| Dr. Maria Chen | Sunrise Family Care | $72,400 | $32,000 | $16,400 | $10,200 | $6,800 | $7,000 | 19.3% | 2026-05-23 | Medium |
| Dr. Jordan Patel | Sunrise Family Care | $56,000 | $20,000 | $12,000 | $8,400 | $5,600 | $10,000 | 27.9% | 2026-05-23 | Medium |
| Dr. Sam Lee | Lakeside Pediatrics | $67,200 | $31,000 | $14,200 | $9,800 | $6,200 | $6,000 | 18.2% | 2026-05-22 | Low |
| Dr. Ana Ortiz | Valley Ortho Group | $214,800 | $68,000 | $42,000 | $35,800 | $28,900 | $40,100 | 32.1% | 2026-05-24 | High |
Payer AR
| Payer | Total AR | AR Over 90 | Average Days | Denial Trend | Follow-Up Priority |
|---|---|---|---|---|---|
| Medicare | $142,000 | $38,200 | 58 | ↑ | High |
| BCBS | $98,600 | $21,400 | 47 | → | Medium |
| United Healthcare | $118,200 | $42,100 | 72 | ↑ | Urgent |
| Aetna PPO | $45,200 | $8,900 | 41 | ↓ | Low |
| Humana | $36,400 | $11,200 | 55 | → | Medium |
| Medicaid | $28,000 | $6,800 | 63 | ↑ | High |
High-risk AR queue
Critical and high-risk balances — payer delays and aged AR
| Account / Claim # | Practice | Provider | Payer | Balance | Aging Bucket | Last Follow-Up | Assigned To | Next Action | Priority | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
| CLM-2026-09812 | Sunrise Family Care | Dr. Maria Chen | Aetna PPO | $2,100 | 120+ Days | 2026-05-03 | Mike T. | Payer call — medical records | Urgent | |
| CLM-2026-09902 | Valley Ortho Group | Dr. Ana Ortiz | United Healthcare | $1,540 | 91–120 Days | 2026-05-10 | — | Escalate to supervisor | Urgent | |
| CLM-2026-10088 | Sunrise Family Care | Dr. Jordan Patel | Humana | $310 | 120+ Days | 2026-04-09 | Renee B. | Write-off review | High | |
| CLM-2026-10244 | Valley Ortho Group | Dr. Ana Ortiz | Medicare | $892 | 91–120 Days | 2026-05-17 | Mike T. | Appeal status check | High | |
| CLM-2026-10410 | Lakeside Pediatrics | Dr. Sam Lee | Medicaid | $620 | 61–90 Days | — | — | Initial follow-up call | Medium |
Collection follow-up queue
Accounts with overdue follow-up or unassigned next action
| Account / Claim # | Practice | Provider | Payer | Balance | Aging Bucket | Last Follow-Up | Assigned To | Next Action | Priority | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
| CLM-2026-09902 | Valley Ortho Group | Dr. Ana Ortiz | United Healthcare | $1,540 | 91–120 Days | 2026-05-10 | — | Escalate to supervisor | Urgent | |
| CLM-2026-09812 | Sunrise Family Care | Dr. Maria Chen | Aetna PPO | $2,100 | 120+ Days | 2026-05-03 | Mike T. | Payer call — medical records | Urgent | |
| CLM-2026-10088 | Sunrise Family Care | Dr. Jordan Patel | Humana | $310 | 120+ Days | 2026-04-09 | Renee B. | Write-off review | High | |
| CLM-2026-10244 | Valley Ortho Group | Dr. Ana Ortiz | Medicare | $892 | 91–120 Days | 2026-05-17 | Mike T. | Appeal status check | High | |
| CLM-2026-10410 | Lakeside Pediatrics | Dr. Sam Lee | Medicaid | $620 | 61–90 Days | — | — | Initial follow-up call | Medium |