Accounts receivable aging
Patient portion only. Cash auto-sends statements at 30/60/90.
Total AR (patient)
$26140.00
Cash auto-followup status
Last 7 days
Statements sent
87
By email + USPS
Cash collected
$4.3k
+12% MoM
Plans accepted
14
CareCredit + in-house
Avg days to pay
38
−9 vs last quarter
Top 10 largest balances
Sorted by amount. Cash prioritizes these for personal-call follow-up.
| Patient | Balance | Aging | Last contact | AI suggestion |
|---|---|---|---|---|
T Tom Anderson | $2,480 | 90+ days | Statement 6/10 | Personal call — high close prob |
E Emily White | $1,920 | 61-90 days | CareCredit offer 6/12 | Wait 3 more days |
J Jennifer Lopez | $1,480 | 31-60 days | Email 6/14 | Auto-followup in 2d |
M Michael Chen | $1,240 | 31-60 days | Text 6/15 | Personal call |
M Maria Garcia | $890 | 61-90 days | No response 3x | Try call from doctor |
S Sarah Patel | $740 | 31-60 days | Statement 6/13 | Auto-followup |
D Daniel Park | $620 | 0-30 days | Statement 6/16 | Cash auto |
S Steven Hall | $580 | 31-60 days | CareCredit sent | Wait for response |
A Andrew Park | $440 | 0-30 days | Statement 6/17 | Cash auto |
C Carlos Mendez | $380 | 0-30 days | Statement 6/17 | Cash auto |
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