Accounts Receivable Follow-Up and Recovery
Know what is unpaid. Know what comes next.
Accounts receivable, or A/R, is money recorded as owed to the practice. Follow-up support can help separate actionable balances from items that need information, payer review, or a practice decision.
Common challenges
Where the work
can get stuck.
- Older balances with incomplete follow-up notes
- Unclear payer versus patient responsibility
- Large worklists with no consistent prioritization
A scope to discuss
Tasks that may be included
- Review aging by payer and account status
- Confirm claim status through approved channels
- Document follow-up actions and dependencies
- Flag items requiring practice decisions
Proposed offering. Availability, access, qualifications, and responsibilities must be confirmed before work begins.
From understanding to action
A practical workflow.
- 01
Establish an aging baseline
- 02
Agree on priorities and exclusions
- 03
Work balances and record next steps
- 04
Review unresolved and closed items
Visibility you can discuss
Reporting & deliverables
Format, frequency, and definitions are agreed around the data available from your practice.
- Aging summaries
- Follow-up activity and next-action lists
- Items requiring practice approval
Your questions, answered
What does an aging report show?
It groups unpaid balances by how long they have been outstanding. Its usefulness depends on consistent date definitions and accurate posting.
Do you contact patients?
Patient contact is not assumed. Any patient-facing activity would require a separate discussion of scope and approved procedures.
Can all old balances be collected?
No. Eligibility, filing windows, payer decisions, and supporting records affect whether a balance can be resolved.
Who approves adjustments?
Adjustment and write-off authority should remain clearly defined in the agreement. Items requiring approval are escalated to the designated practice contact.
Let’s talk about your practice
A clearer next step starts
with a conversation.
Tell us what is getting in the way. We can discuss the support your practice needs.