Office manager
See which claims still need a person.
Rank follow-up by age and dollars still owed, then work a carrier with a recorded next step.
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Illustrative workflow · sample data · Dental Canvas
What this is for
Insurance A/R is a total. The next phone call is still a hunt.
Office manager
Opens ranked follow-up. The next carrier is visible
Billing
Works the list. Each attempt has an owner
Owner
Inspects the remaining balance. The total has a path behind it