Outstanding Balance Report

Managing Revenue Cycle

Report Overview

This report tracks claims that have been billed but have not yet been fully paid or reconciled. Unlike the broader "Claim Balance Report," this specific view is often used for short-term revenue cycle management. This report serves as a focused snapshot of unpaid claims within a specific date range, allowing your billing team to identify exactly where revenue is held up.

• Agency Provider: Analytiq Inc.

• Primary Carrier Filter: Medicaid.

• Service/Bill Date Range: October 01, 2025, to March 31, 2026.

• Total Outstanding Amount: 35.

Field Definitions for Users

To manage these balances effectively, users should monitor the following columns:

Field Name	Professional Definition
Plan Name	The specific insurance carrier or managed care plan responsible for payment.
Claim ID	The unique internal identifier for the billing record.
Status	The current administrative phase of the claim (e.g., Released, Invoice Sent).
Outstanding Balance	The remaining dollar amount expected for this specific claim.

Professional Use Cases for FieldWorker Users

1. Multi-Payer Reconciliation

While this report is filtered for Medicaid, it captures claims involving other plans when they are part of a patient's mixed coverage.

• Use Case: Users can track balances for non-Medicaid plans like Joffa Archer and Max Wonder alongside Medicaid entries to ensure no revenue stream is ignored.

2. Managing Secondary Insurance Delays

Certain claims require extra steps before the balance can be collected.

• Example: Claim 8791 for Andre Rios is marked as "Processed as Secondary" with a balance of 12. This informs the billing team that they must wait for the primary payer's remittance advice before this balance can be settled by Medicaid.

3. Monitoring the Invoicing Workflow

The report distinguishes between invoices that have been sent and those that are only "raised".

• Use Case: Claim 23 for Andre Rios5 shows a status of "Invoice Raised" with a 0 balance. This typically indicates a record that has been created but not yet finalized with a dollar amount, serving as a reminder for the team to complete the billing entry.

4. Prioritizing Collections

Administrators can quickly see which claims are "Released" and awaiting carrier action.

• Example: Claim 8788 for Robin Kurt has been "Released" since October 2025. Since it is still appearing on a March 2026 report, it may be time to contact the carrier to investigate the delay.

Financial Snapshot

Plan Name	Claim ID	Patient Name	Status	Balance
Medicaid	8788	Robin Kurt	Released	1
Medicaid	8791	Andre Rios	Processed as Secondary	12
Joffa Archer	22	Andre Rios5	Invoice Sent	16.5
Max Wonder	21	Andre Fuego	Invoice Sent	5.5
Joffa Archer	23	Andre Rios5	Invoice Raised	0

Audit Tip: Always check the "Invoice Sent" statuses against your Claim Collection Report to see if any of these balances were actually paid but simply haven't been "posted" to the system yet.