Therapy Management Solutions Loading your workspace… Checking your access and preparing the latest claim information.

Accounts Receivable

Prioritized AR work queue with claim status, payer follow-up, and aging signals.

Synced checking
Active Follow-Ups 0 TMS is on these today
Pending Review 0 Awaiting manager sign-off
AR In Motion $0 Being worked across all clients
Premium AR Focus 0 120+ aged — top recovery targets
0 rows visible
Accounts Receivable
fx =FILTER(AllData, active slicers and column filters)
Work Queues Click a queue to focus the tracker.
Filters0 active
No filters — showing all rows

Workflow & status

Start with the filters used most often to work the queue.

6 filters
Follow-Up ActionAll options
Follow-Up DueAll options
Claim StatusAll options
Finalized MatchAll options
AgingAll options
Service MonthAll options
Payer & coveragePayer identities, classes, in/out-of-network, and secondary calculation.6 filters
Primary PayerAll options
Secondary PayerAll options
Primary Payer ClassAll options
Secondary Payer ClassAll options
In / Out of NetworkAll options
Secondary CalcAll options
Service & classificationCare delivery, procedure, and claim classifications.7 filters
FacilityAll options
Rendering ProviderAll options
Procedure CodeAll options
Patient ClassificationAll options
Claim ClassificationAll options
Select rows to update follow-up
Rows 0-0 of 0
Claim ID Rendering Provider Client Primary Secondary Action Due Match Aging Expected Paid Owed Payments Assigned Review

How work moves

My Work shows your claims. Team view shows work you manage.

Work itemClaim
TeamPeople who report to you
NotesClaim or selected service lines
ReviewYour supervisor approves it
Report filtersAll data
0 active

The current tracker Excel builds in the background and downloads when it is ready.

1

Choose the scope

Start with a client and service date range.

2

Refine the workbook

Select more than one value when needed. Counts update for the current scope.

3

Review and download

We check the exact workbook size before enabling the download.

System ledgers — report runs, export jobs, queue work, workflow commands

This browser session only — not the durable record.

Backup history is awaiting an authenticated connection.

Out-of-network rates
Org ID Client Payer State CPT M1 M2 POS Rate Secondary Calc Start Date End Date Network Approval
Setup review
Missing rates now have their own screen. Review uncovered service combinations and add the rates they need.
Action Time RemoveIfPaid
Workflow rules, financial definitions, and operating guidance