Claim Collection Report
Managing Revenue Cycle
Claim Collection Report Overview
The Claim Collection Report provides a detailed look at the financial lifecycle of claims, from the initial "Net Sale" to the final "Collection Amount". This report is the final piece of the billing puzzle, focusing on the actual money collected versus the amount billed to ensure your agency’s cash flow is accurately tracked.
Agency Provider: Analytiq Inc.
Primary Carrier: Medicaid.
Date Range: October 01, 2025, to March 31, 2026.
Generation Date: March 20, 2026, at 08:00 PM.
Field Definitions for Users
Understanding these columns helps you distinguish between what you expect to be paid and what has actually arrived in your account:
Field Name
Professional Definition
Trans Date
The date the billing transaction was officially recorded in the system.
Net Sale
The total billable value of the service provided before any payments are applied.
Ins Payment
The actual dollar amount received from the Insurance Carrier (e.g., Medicaid).
Pat Payment
The actual dollar amount received directly from the patient.
Collection Amt
The total combined funds successfully collected for the claim.
Status
The current administrative stage of the collection (e.g., Released, Invoice Sent).
Professional Use Cases for FieldWorker Users
1. Real-Time Cash Flow Monitoring
Administrators use this report to see if "Net Sales" are actually turning into "Collection Amounts."
Current Status: In this report, the Total Net Sale is 35, but the Total Collection Amount is 0. This indicates that while services have been billed and invoices sent, the actual payments have not yet been posted or received
2. Tracking Multi-Carrier Invoicing
Unlike other reports that focus only on Medicaid, the Collection Report tracks various carriers.
Example: While Robin Kurt and Andre Rios are billed to Medicaid, the system shows invoices sent to Max Wonder and Joffa Archer for other patients. Users can use this to ensure non-Medicaid invoices are being followed up on with the same rigor.
3. Identifying Secondary Payer Processing
The report flags claims that require coordination of benefits.
Use Case: Claim 8791 for Andre Rios is marked as "Processed as Secondary". This alerts the billing team that they must verify if the primary insurance has already paid before expecting the remaining balance from Medicaid.
4. Verification of "Invoice Raised" vs. "Sent"
Users can monitor the administrative workflow of the billing team.
Use Case: Claim 23 is currently in "Invoice Raised" status, whereas Claims 21 and 22 are "Invoice Sent". This helps managers identify bottlenecks where invoices have been created but not yet mailed or electronically transmitted to the payer.
Financial Summary Table
This summary represents the transition from billing to collection for this period:
Patient Name
Claim ID
Carrier
Net Sale
Collection Amt
Status
Robin Kurt
8788
Medicaid
1
0
Released
Andre Rios
8791
Medicaid
12
0
Processed as Secondary
Andre Fuego
21
Max Wonder
5.5
0
Invoice Sent
Andre Rios5
22
Joffa Archer
16.5
0
Invoice Sent
Andre Rios5
23
Joffa Archer
0
0
Invoice Raised
Note: Claims with a "Collection Amt" of 0 are essentially your "In-Flight" revenue—money that is owed but not yet in the bank.
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