Claims, A/R, and collections

Know who owes the money—and what to work next.

Separate patient responsibility from insurance, see the claims and families behind each total, rank carrier follow-up, and keep payment promises visible until the money arrives.

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A/R clarity

Your A/R is not one number.

Split insurance from patient responsibility, preserve credits instead of quietly netting them away, and open the exact aging bucket behind the total.

Owner · Office managerKnow whose money it is before the team chases it
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$143,820Total A/R
Insurance A/R$91,44064% of total
Patient A/R$52,38036% of total

Patient A/R aging

0–30 days$21,200
31–60 days$13,550
61–90 days$7,180
90+ days$10,450

Exactly where the 90+ money sits

Michael R. family$3,840
Stephanie C. family$2,920
Daniel L. family$1,760
Other families$1,930
Patient portion only · insurance separated
Illustrative balances · no patient data

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The billing team should open the screen and know where to start.

  • Stop finding claims. Start moving them.

    Keep claim stages visible so billing work does not depend on rebuilding a spreadsheet.

  • Separate the money before you chase it.

    Work patient balances, insurance balances, credits, aging, and outstanding amounts without blending different problems together.

  • Call the carrier that matters most first.

    Rank follow-up by age and the amount still owed, then open the exact claims behind the carrier total.

  • Catch configured issues before submission.

    ClaimDefend can surface configured coding, attachment, documentation, and payer-rule checks before the claim leaves the practice.

Insurance follow-up

If the billing coordinator has one hour, who should they call first?

Rank outstanding carriers by how old the work is and how much is still owed, then expand the carrier to see the specific claims.

Billing coordinatorThe next carrier and claim are obvious
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Who should billing call first?

Delta Dental

14 claims
$18,420

Ranked by age and dollars still owed.

PatientSentStill owedAge
S. CarterMay 9$4,820103d
M. LopezMay 18$3,11094d
J. KimJun 2$2,76079d
Click a carrier to inspect its claims

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Patient collections

Turn patient promises into follow-up.

Work the patient portion after insurance is finished, record the promise, and surface it again automatically when the payment never arrives.

Front desk · BillingMoney already earned does not quietly age
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Patient responsibility

MR
Michael R.Insurance finished
$1,240

Promise made

Friday · $1,240Owner: Front desk

Friday passed

Payment received: $0Promise remains visible

Broken promise

6 days overdue · $1,240

One call becomes a tracked commitment—not a sticky note.

Illustrative collection workflow

Want this workflow in your practice?

Enter your email and we’ll show you the relevant Dental Canvas setup.

Every dollar has an owner and a next action.

Open Dental remains the source of record. DentalCanvas gives the team an explainable working queue around patient money, insurance money, claims, and follow-up.

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