Interactive scenarioMorning Revenue Rescue
1
Verify today’s pending eligibilityClick Verify All Pending to clear the last pending patient before the morning schedule starts.2
Fix the AI claim riskOpen Create Claim and click Fix on the AI denial risk flag.3
Confirm a paper checkConfirm one paper check receipt to unlock payment posting.4
Draft a denial appealOpen Denial Management and use the AI recommendation to prepare a resubmission.5
Review the outcomeClose the loop in Analytics and show the improved operating metrics.To Do List
Morning action queue for verification, claims, appeals, and payment confirmation
Office manager action queue
Start here each morning to keep verification clear and claims moving before the first submission batch.
VerificationHighBefore 9:00 AM
Needs reviewReview 2 patients with incomplete eligibility
One Delta Dental family plan needs subscriber validation and one Guardian plan needs benefit confirmation before morning chair time.
Owner: Front desk
VerificationMediumBefore 10:00 AM
ReadyConfirm patient portions for 3 restorative visits
Copay and remaining deductible estimates should be reviewed before the treatment coordinator starts check-in calls.
Owner: Office manager
ClaimsHighBefore noon batch
Action neededResolve 1 claim blocked by missing attachment
James Kowalski's crown claim is missing a required periapical X-ray and recommended narrative before submission.
Owner: Billing lead
ClaimsMedium11:30 AM
QueuedSubmit 8 ready claims after final review
Draft claims are staged for clearinghouse delivery once payer attachments and narratives are confirmed.
Owner: Billing lead
Morning focus
First priority
Clear incomplete eligibility before patients arrive so copays and coverage are ready at check-in.
Second priority
Remove documentation blockers from high-value claims before the noon submission batch.
Third priority
Confirm mailed insurance checks against the matched claims and patients before anyone posts payments.
Manager note
Use this page as the office manager's home base, then jump into Eligibility, Claims, or ERA posting only when action is needed.
Queue snapshot
Patients pending verification2
Maria Santos and David Park need final benefit confirmation.
Claims at risk before submission1
One crown claim is blocked by missing clinical support.
Paper checks awaiting receipt match2
Match each received check to the correct claim and patient list before posting in the PMS.