Handle Your Plan A/R Follow-Up

Updated on July 29, 2026 | 09:28 AM – CST

Plan A/R is your worklist for chasing what insurance still owes.

This video walks through the snapshot up top, filtering the list by reason, group, or advanced search, and acting on a claim right from the grid with the auto action dropdown.

You'll also learn to open a claim's follow-up window, set the reason, group, and a tickle date, log your calls, and save your work as you move through each account.