AR Over 90 Days
—
— claims
AR 61–90 Days
—
Aging into critical
AR 31–60 Days
—
Early aging
Total Active AR
—
— active claims
Overdue Follow-ups
—
— due today
Carrier Breakdown
Recent Critical Claims
| Carrier↕ | Patient↕ | 31–60 | 61–90 | >90 | DOS↕ | Follow-up↕ | Actions | Status↕ | Assigned↕ | Notes↕ |
|---|---|---|---|---|---|---|---|---|---|---|
| Carrier↕ | Patient↕ | 31–60 | 61–90 | >90 | Follow-up Due↕ | Status / Actions | Assigned↕ | Notes↕ |
|---|---|---|---|---|---|---|---|---|
Drop your Excel or CSV file here
Supports .xlsx, .xls, .csv — columns auto-detected from your Cloud 9 export
Expected Column Names
INS or Carrier ·
Patient Name ·
ACCT# ·
31 - 60: ·
61 - 90: ·
> 90: ·
PRIM / SEC ·
DOS ·
Status ·
NOTES ·
Next follow up ·
LOCATION
Column names are flexible — DentAI auto-maps common variations from Cloud 9 exports.
Role Permissions
Admin
Full access · All offices · Team management · Import
Manager
All offices · Claims · Actions · Import · No team mgmt
Billing
Own office only · Claims · Actions · Import
View Only
Read-only · No actions · No dismiss · No import
| Name | Role | Office | Status | Last Login | ||
|---|---|---|---|---|---|---|