24 orders · 4 need attention
| Status | Patient / Doctor | Insurance | Product | Days in status | Prior auth | Next step | |
|---|---|---|---|---|---|---|---|
| Action required | Maria González Dr. Sarah Chen · PT Clinic SF |
Insurance | Juzo Arm Sleeve +1 | 7d | Required | ||
| Pending auth | Robert Thompson Dr. James Park · Rehab Plus |
Insurance | Medi Compression Garment | 6d | Required | ||
| Processing | Linda Martínez Dr. Anna Torres · Bay PT |
Insurance | Juzo Compression Stocking | 2d | None | ||
| Processing | David Kim Dr. Michael Ross · Eastside PT |
Self-pay | Medi Arm Sleeve | 1d | None | ||
| Delivered | Susan Patel Dr. Sarah Chen · PT Clinic SF |
Insurance | Juzo Legging + Glove | 3d | None | ||
| Closed | James Wilson Dr. Anna Torres · Bay PT |
Insurance | Medi Compression Sleeve | — | None |
Order timeline
Order received
Insurance verified
Prior auth submitted
7 days in this status · follow up needed
Documents sent
Vendor order placed
POD signed
Order closed
Products
Juzo Arm Sleeve Class II
L8000 · Vendor: Juzo
$284.00
32% margin
Juzo Gauntlet
L8010 · Vendor: Juzo
$96.00
28% margin
Total billable$380.00
Patient responsibility$38.00 (10%)
Patient
Full nameMaria González
Date of birthMar 12, 1968
Phone(415) 555-0182
Address1240 Oak St, San Francisco CA 94117
Insurance
PayerBlue Shield CA
Member IDBSC-4821-7734
CoverageActive
TypeInsurance
Referring doctor
NameDr. Sarah Chen
ClinicPT Clinic SF
NPI1234567890
Quick actions
MG
Maria González
Insurance
Coverage active
Prior auth pending
Insurance
PayerBlue Shield CA
Member IDBSC-4821-7734
GroupGRP-0091
CoverageActive
Deductible met$800 / $1,200
Co-pay10%
Referring doctor
NameDr. Sarah Chen
ClinicPT Clinic SF
NPI1234567890
Phone(415) 555-0100
DiagnosisLymphedema, left arm
Financials
Total billed$380.00
Insurance pays$342.00
Patient owes$38.00
Alex's margin$112.00 (29%)
Payment statusPending
Order history
| Order | Date | Product | Status | Billed | Margin |
|---|---|---|---|---|---|
| #1042 | May 14, 2025 | Juzo Arm Sleeve + Gauntlet | Action required | $380.00 | 29% |
| #0987 | Jan 08, 2025 | Juzo Arm Sleeve Class II | Closed | $284.00 | 32% |
| #0834 | Aug 22, 2024 | Medi Compression Sleeve | Closed | $196.00 | 24% |
Good morning, Alex
Friday, May 23 · Here's what needs your attention today
Revenue this month
$24,180
↑ 12% vs last month
Avg margin
31%
↑ 2pts vs last month
Pending collections
$8,420
4 orders awaiting POD
Orders needing action
4
Prior auth or overdue
Revenue by vendor
Juzo$18,860
Medi$9,200
Other$4,380
Revenue by payer
Blue Shield$15,717
Aetna$9,672
Self-pay$3,630
Medicare$2,420
Needs your attention
Maria González
7d overdue
Prior auth stalled · Submit follow-up
Robert Thompson
6d
Pending manager approval
Susan Patel
POD pending
Delivered · waiting for signature
Collections summary
Billed this month$32,400
Collected$24,180
Pending POD$8,420
Write-offs$0
Collection rate
74.6%
48 patients
| Patient | Insurance / payer | Doctor | Last order | Total billed | Status |
|---|---|---|---|---|---|
Maria González DOB: Mar 12, 1968 |
Blue Shield CA BSC-4821-7734 |
Dr. Sarah Chen | May 14, 2025 | $860.00 | Action required |
Susan Patel DOB: Jun 5, 1974 |
Aetna PPO AET-9912-0042 |
Dr. Sarah Chen | May 10, 2025 | $1,240.00 | Delivered |
Linda Martínez DOB: Sep 18, 1961 |
Blue Shield CA BSC-3310-8821 |
Dr. Anna Torres | May 17, 2025 | $540.00 | Processing |
David Kim DOB: Feb 28, 1980 |
Self-pay — |
Dr. Michael Ross | May 19, 2025 | $196.00 | Processing |
James Wilson DOB: Nov 3, 1955 |
Medicare MCR-0021-4490 |
Dr. Anna Torres | Apr 30, 2025 | $2,180.00 | Closed |