Follow up accounts receivable and payer balances
Available to
Finance Officer and Revenue Cycle or Billing Officer.Explain how to use approved receivable and partner-ledger views to follow up outstanding patient, corporate, and payer balances. Group work by legal customer and agreement, not by a clinical diagnosis or encounter.
Steps
- Select the correct company, date range, customer group, and due-date view.
- Review open invoices, unapplied payments, credit notes, and disputes with their supporting financial references.
- Assign the next action: payment reminder, contract review, credit-control escalation, payer query, or approved write-off proposal.
- Record the communication or follow-up activity using the organisation’s privacy-approved method.
- Escalate a blocked claim, eligibility issue, or remittance discrepancy to the deployment-specific payer workflow when available. Do not represent a finance note as a submitted claim.