Description
Full Walkthrough
Log claims and remittances. See insurance A/R, days in A/R, aging, denial rate, clean-claim rate, net collection rate, filing-limit risks and payer scorecards.
Who it’s for
Independent practices, therapists, chiropractors, small clinics and freelance medical billers who track claims in a spreadsheet.
What’s inside
- Dashboard: Insurance A/R, A/R over 90 days %, days to pay, days in A/R, denial rate, clean-claim rate, net collection rate, insurance paid, open claims, filing risks, appeals, unworked denials, payer scorecard, denial reasons, aging, charts
- Work Queue: Open claims sorted oldest first, with aging bucket and timely filing risk
- Claims: Claim log with contractual adjustment, outstanding A/R, days in A/R, aging, filing deadline, denial and clean-claim flags
- Monthly: 12 months: claims, billed, denials and rate, payments, net collection rate, average days to pay, clean-claim rate
- Settings: Dates, payers and filing limits, providers, statuses, denial reasons
What you get
- The .xlsx workbook with sample data that’s easy to clear
- Setup Guide PDF, with every tab explained
- A video walkthrough
FAQ
Does it work in Google Sheets?
Yes. Upload it to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets.
Which Excel version do I need?
Excel 2019 or newer, Microsoft 365 or Excel for Mac.
Is this a subscription?
No. You pay once and keep the file. No macros, no add-ons.
HIPAA-conscious design, not HIPAA compliance. Account numbers and service dates can still be protected health information, so store the file only on systems covered by your security policies and any required Business Associate Agreement. Organizing tool, not legal, coding or compliance advice. Filing limits in the sample are examples; check each payer contract.
This is a digital product. No physical item will be shipped.
Also on Gumroad: Medical Billing Claims, Denial & A/R Aging Tracker on Gumroad
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