Accounts receivable follow-up
Turn outstanding balances into a workable task list.
An aging balance tells you that an account is open. It does not tell you why. SBS supports insurance A/R review, claim-status research, payer follow-up, underpayment review, and reconciliation so outstanding balances become a workable set of tasks.
- Aging A/R review and prioritization
- Outstanding claim and underpayment follow-up
- Balance reconciliation and status reporting
Find the status behind the balance
Before assigning follow-up, establish whether the claim is still processing, has a payer response, was partially paid, or needs posting review. That context helps the team avoid duplicate research and choose a useful next action.
A payer call should leave more than a note saying “called.” Record the response, reference, unresolved question, and next review date. Where a practice decision is needed, identify it clearly rather than allowing the account to remain in a general follow-up queue.
How the work connects
A practical process, with clear responsibilities.
Review
Confirm the report date, filters, and balance types before using the aging report as a work list.
Research
Check claim, payment, adjustment, and follow-up information to establish the current status.
Resolve or escalate
Document the next action or the specific decision needed from the practice.
Your first conversation
Start with the issue you want to solve.
A useful first discussion connects your aging report to the actual follow-up process. Share business-level concerns first, then agree on secure access to any account-level information.
Based in Jacksonville, SBS can discuss your Florida practice’s needs and the working arrangements that fit the service. Use the first inquiry for business information only; agree on a suitable secure channel before sharing patient or claim records.
Useful topics to bring
- Aging report structure and payer groups
- Current follow-up notes and escalation rules
- Questions about posting or partial payments
A clearer next step
Let's talk about your billing.
Tell us where your practice needs support. We will start with your workflow and priorities.