Dashboard

Operational overview of ERA intake, posting readiness, visit errors, and reconciliation status.

Date Range

Payer

Status

Total ERAs

Across current ERA processing queue

Ready for Posting

Ready

Clean, reconciled, or scheduled ERAs

Visit Errors

Action

Need AI recommendation or manual resolution

Pending Check Amount

$28,322

Awaiting reconciliation, correction, or posting

ERA Count by Status

Click a bar to filter ERA Window

Visit Readiness Mix

Reconciliation Count by Status

Matched vs Unmatched Amount

Action Required

ERAs and visits that need attention before posting.

Priority	Type	Visit ID	Patient	Payer	Issue	AI Recommendation	Status
High	Visit Error	25996	Olivia Martinez	Premera Blue Cross	Invalid insurance balance	AIApply CO45 contractual adjustment and PR2 Bill Next allocation, then schedule for posting.	Error
High	Visit Error	26001	James Wilson	Premera Blue Cross	Missing remark code	AIApply bulk denial handling for CO197 across all procedure lines (Documentation Required).	Error
High	Visit Error	V26315	Harper Green	United Healthcare	Missing remark code	AIApply CO197 documentation denial handling.	Error
High	Visit Error	V26603	Charlotte Allen	Medicaid NJ	Missing remark code	AIApply CO197 documentation denial handling.	Error
High	Visit Error	V26604	Daniel King	Medicaid NJ	Missing remark code	AIApply CO197 documentation denial handling.	Error
High	Visit Error	V26614	Amelia Wright	Anthem	Missing remark code	AIApply CO197 documentation denial handling.	Error
High	Visit Error	V26625	Matthew Scott	United Healthcare	Missing remark code	AIApply CO197 documentation denial handling.	Error
High	Visit Error	V26626	Harper Green	United Healthcare	Missing remark code	AIApply CO197 documentation denial handling.	Error
High	Visit Error	V26700	Charlotte Allen	Medicare	Provider-level balance adjustment	AIRoute to PLB Review before posting.	Error
High	Visit Error	V26710	Daniel King	Blue Cross Blue Shield	Reversal payment	AIRecoup prior payment.	Error
High	Invalid ERA	-	-	Humana	Missing check number	AIRepair or reject ERA	Invalid
Medium	PLB Review	-	-	Medicare	Provider Level Balance adjustment	AIRoute to PLB Review	PLB Review
Medium	PLB Review	-	-	Blue Cross Blue Shield	Reversal requires review	AIRoute to Reversal Review	Reversal Review
Medium	Reconciliation Hold	-	-	Medicaid NJ	Reconciliation placed on hold	AIReview reconciliation	Reconcile on Hold
Medium	Unmatched Payment	-	-	Premera Blue Cross	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Premera Blue Cross	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Humana	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Anthem	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Premera Blue Cross	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Medicare	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Aetna	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Cigna	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Medicaid NJ	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Humana	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Kaiser	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Premera Blue Cross	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	United Healthcare	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Medium	Unmatched Payment	-	-	Aetna	Bank statement deposit not matched	AIReview reconciliation	Unmatched
Low	Duplicate ERA	-	-	Premera Blue Cross	Duplicate ERA detected	AIArchive duplicate ERA	Duplicate