0–30
Confirm what this stage means
Age alone does not establish whether a claim is moving normally or already needs attention. Start with the latest verified information.
Claim follow-up
A claim's age tells you where to look. Follow-up tells you what to do.
An aging report shows the balance and time that has passed. It may not show why a claim is stalled, whether the last request was answered, or what action is recommended next.
Start with the unanswered question
Has the claim been received? Is a decision pending? Is information missing? Does the available payment information explain the remaining balance?
Define the question before selecting the batch. We confirm which inquiries fit the current service and what information is needed to work them.
- Same aging bucket · 61–90 days Additional records requested The latest finding identifies documentation that is still needed. Recommended action · send the requested records
- Same aging bucket · 61–90 days Decision still pending The latest finding confirms that no new action is established yet. Recommended action · recheck at the agreed time
Same aging bucket. Different next actions. Age helps prioritize; the current finding determines the work.
Use age as one input, not the instruction
Two claims in the same bucket can need different treatment. Review age alongside the latest verified status, prior work, outstanding requests, balance, and applicable requirements.
31–60
Look for missing context
Check what was received, requested, or attempted before scheduling another touch. The bucket cannot answer that question.
61–90
Make the next action explicit
Separate a case that is waiting from one that needs action, then record the recommended next step.
90+
Verify the governing requirement
Do not infer a filing or appeal deadline from age alone. Record the applicable requirement and its basis when it has been verified.
What a useful batch review shows
What was established
See the finding, its basis, and the relevant date rather than only a completed-task label.
What remains open
Cases needing information, another decision, or work outside the agreed scope stay visible.
What happens next
A recommended action is recorded when one can be established, rather than an open-ended promise to follow up.
Why small balances still matter
Repeatedly rebuilding history can make a short inquiry expensive. A consistent record supports a deliberate next decision.
Talk about the backlog
Describe what is stalling and what your team needs to know next. No patient information is needed for the first conversation.