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AR / Outstanding Balances / chart-patient-portion

Review patients scheduled in the next seven days with past-due balances and unresolved insurance claims where available. Prepare balance conversations before arrival.

What is happening

$0 compared with 18% over-90 target. Variance: -18.0 pts vs target.

Current value

$0 compared with 18% over-90 target. Variance: -18.0 pts vs target.

Target

18% over-90 target

Variance

$0 compared with 18% over-90 target. Variance: -18.0 pts vs target.

Recommended Next Action

Review patients scheduled in the next seven days with past-due balances and unresolved insurance claims where available. Prepare balance conversations before arrival.

Why it matters

Likely contributor: over-90 A/R is above the Blueprint target. The current export separates patient and insurance portions, but does not yet prove which 90+ dollars are patient versus insurance responsibility.

Success measure

Metric is reviewed, work is assigned, and the next measurement has a named owner.

Relevant SOP

AR operating review

Data source and confidence

Active Open Dental export snapshot / Partial until every source export is validated

Take action

Every queue change opens a preview first.

View recordsOpen SOP
Create task

Preview: Create task

Kay will move this into active work so it can be owned, followed up, and marked complete.

Assign owner

Preview: Assign owner

Kay will assign this work to the selected owner before it appears as in-progress execution.

Mark reviewed

Preview: Mark reviewed

Kay will record that the recommendation was reviewed and no longer needs to lead the queue.

Intentional / N/A

Preview: Intentional / N/A

Kay will remove this from the active queue because the condition was intentional or does not apply.

Dismiss with reason

Preview: Dismiss with reason

Kay will dismiss this only after a reason is captured, so the decision can be reviewed later.

Escalate

Preview: Escalate

Kay will escalate this to the Director queue for leadership review before the day moves on.

BackClose

Likely Contributors

Likely contributor: over-90 A/R is above the Blueprint target. The current export separates patient and insurance portions, but does not yet prove which 90+ dollars are patient versus insurance responsibility.

Missing Data

No missing field blocks this workflow.

Calculation

$0 compared with 18% over-90 target. Variance: -18.0 pts vs target.

Trend

Current data only

Target

18% over-90 target

Underlying Records

A/R snapshot summary

MetricValueSourceAction
Total A/R$0accounts_receivableOpen work
Patient portion$0accounts_receivableOpen work
Insurance portion$0accounts_receivableOpen work
90+ aging$0accounts_receivableOpen work
Balances tied to schedule date$0accounts_receivable + appointmentsOpen work
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