Highview practice notes
Separate who owes what
Insurance balances and patient balances call for different follow-up. Keep them separate when reviewing your open accounts.
Distinguish recent activity from unresolved work
A recently submitted claim may still be processing normally. Look at claim history and payer responses alongside age rather than assuming every open balance represents a failure.
Understand the next action
For an unresolved claim, determine what has already happened and what information is missing. The next step might be clarification, a status check or a more detailed review.
Be clear about the limits
An A/R summary alone cannot establish collectibility. Any recovery estimate needs stated assumptions and a review of the applicable facts.