AUTOMATED A/R FOLLOW-UP
Move accounts forward without manually checking every payer, portal, and status.
Automated A/R Follow-up helps revenue-cycle teams retrieve claim information, interpret status, document activity, identify next steps, and place accounts into the right work queue for timely action.
POTENTIAL CHECKS
- Claim-status retrieval through available electronic transactions, payer APIs, portals, or approved calling workflows.
- Authentication and controlled payer-portal navigation where permitted.
- Status normalization across payer-specific responses.
- Denial, rejection, pending, payment, and information-request classification.
- Automated notes with source, date, status, and action taken.
- Next-action recommendation based on configurable rules.
- Follow-up date calculation and queue assignment.
- Attachment, appeal, corrected-claim, and escalation workflow initiation.
- Exception routing for inconsistent, unclear, or high-value accounts.
- Dashboards by payer, aging, status, owner, value, action, and turnaround time.
ILLUSTRATIVE WORKFLOW
From account selection to the next scheduled action.
- 1
Select
Select accounts based on aging, value, payer, status, and work rules.
- 2
Retrieve
Retrieve current status through the approved payer channel.
- 3
Normalize
Normalize the response and compare it with internal claim history.
- 4
Document
Document the interaction and identify the required next step.
- 5
Act or assign
Complete the approved automated action or assign the account to a person.
- 6
Schedule
Schedule the next follow-up and update dashboards.
HUMAN-REVIEW TRIGGERS
Know when an account needs a person.
- Conflicting payer information
- Clinical or coding interpretation
- High-dollar or high-risk account
- Appeal requiring substantive judgment
- Portal or identity-verification failure
- Unrecognized response or low-confidence classification