Objective :

Prepare and deliver customized AR reports on a weekly, biweekly, or monthly basis based on each client’s preferences. These reports offer visibility into collection performance, highlight challenges, and drive data-informed decision-making to resolve issues quickly and improve revenue cycle outcomes.

Key Responsibilities :

Report Customization & Scheduling :

Purpose : Provide clients with relevant, timely insights tailored to their business goals.

Tasks:

  • Collaborate with clients during onboarding to define:
  • Preferred report frequency (weekly, biweekly, monthly)
  • Key metrics (e.g., AR aging buckets, denial rates, recovery trends)
  • Delivery format (Excel, PDF, dashboard access, email summary)
  • Set up automated or scheduled report generation via billing software, clearinghouse, or BI tools.

Core Report Components :

Purpose : Provide a complete financial picture that supports operational and strategic decisions.

Common Metrics & Sections :

  • Total AR by aging bucket (0–30, 31–60, 61–90, 91–120, 120+ days)
  • Claim volume and value by status (paid, pending, denied, in appeal)
  • Top 10 denial reasons and volume
  • Payer-wise outstanding balances
  • Cash collections vs. target
  • High-value unresolved claims
  • Pending follow-up claims or appeals

Challenge Identification & Resolution Planning :

Purpose : Use reporting to proactively resolve issues and prevent revenue delays.

Tasks :

  • Highlight persistent problems (e.g., authorization denials, COB errors, delayed payments).
  • Include explanatory notes and suggested next steps.
  • Prepare a discussion summary for client review calls to:
  • Address bottlenecks
  • Escalate payer issues
  • Reassign priorities if needed

Client Communication & Review :

Purpose : Ensure transparency, accountability, and client alignment through regular check-ins.

Tasks :

  • Share reports with appropriate stakeholders (CFO, practice manager, billing lead).
  • Join or host client meetings to:
  • Review trends
  • Answer questions
  • Adjust workflow or timelines as needed
  • Track action items from reporting discussions and follow up on resolutions.

Our Best Practices:

  • Use visual dashboards for quick data interpretation.
  • Include month-over-month and year-over-year comparisons to highlight trends.
  • Document and review client-specific goals and KPIs quarterly.
  • Ensure report accuracy and consistency through a QA review before delivery.

Why It’s Important :

AR reporting turns raw billing data into actionable insight. It allows clients to see the story behind the numbers, identify problems early, and collaborate on rapid solutions to maximize reimbursement and control financial outcomes.