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AR Over 90 Days
— claims
AR 61–90 Days
Aging into critical
Total Active AR
— active claims
Overdue Follow-ups
— due today
Carrier Breakdown
Recent Critical Claims
Active Claims
Carrier
Patient
30–60
61–90
>90
DOS
Follow-up
ToDo / Action
Notes
⚠️ Overdue Follow-ups
Carrier
Patient
30–60
61–90
>90
DOS
Follow-up Due
ToDo / Action
Notes
👤 Assigned Claims
Carrier Patient 30–60 61–90 >90 DOS Follow-up ToDo / Action Assigned To
✅ ToDo
Carrier Patient 30–60 61–90 >90 DOS Follow-up ToDo / Action Notes
Upload Claims
📂
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#  ·  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.
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