AR Process

Flow
 Pre-cycle Check

If task closed in
Teamwork, final
action in PMS and AR
Sheet updated
Check
claims If task closed in
closed in Teamwork, final Ready to run the 15- Pre-cycle
Pre-cycle Run Report on
PMS vs action in PMS and AR Day cycle Check
Check PMS/All Clients
Open AR Sheet updated
& vice-e-
versa

Claim closed in AR
sheet and open in
PMS, TL to review
 Client Prioritization
Priority Cycle

Claim not on file with

Paid Denied
insurance

Rebilled Legitimate Non-legitimate Denial

Paid to Denial/Cannot be
member of Rebill/Task to be
corrected Created
or provider

Yes No
 Priority 1 – Billing Window <90 Days
 Priority 2 – Billing Window approaching 365 days in 1
month
 Priority 3 – Billing Window approaching 365 days in 2
months
Task to client/Action  Priority 4 - All claims for Delta Dental with portal access
Check If EFT move to NV
as per Client 60% NV
payment/VCC/EFT Team/Task to client
instruction  Priority 5 - All major commercial dental plans with
portal access
 Priority 6 - All remaining insurances with portals and
where calls are required
 Claim Follow-up Prioritization

AR Follow-up

New Claims over

$1000 to be Billed/Rebilled claims
completed in 5 days to be followed up in
once AR sheets are 15 Days
merged

Claim prioritization  Step 1 - Initial communication to client after ‘Task

Created’
 Step 2 – First reminder to client after 15 days
 Step 3 – Second reminder to client after 15 days from
first reminder
 Step 4 – If no response from client after 30 days, add a
dropdown as ‘No Response from client’
Thank you…