A/R and Insurance Follow-up, 11 pgs Worksheet # 8

An A/R report may show you which balances are outstanding—but it doesn’t always tell you the full story behind the claim.

Worksheet #8: Accounts Receivable & Insurance Follow-Up teaches medical billing students and newer billers how to look beyond aging buckets and approach outstanding insurance claims with a practical, organized follow-up process.

Built from real-world medical billing experience, this worksheet explores how claim updates, corrections, appeals, secondary insurance, payer processing delays, and other activity can affect what you see on an A/R report. Students will learn why an older balance does not necessarily mean a claim has been sitting untouched for months—and why researching the complete claim history matters.

Inside This Worksheet

Students will learn how to:

• Understand and work an insurance A/R report
• Look beyond the age of a balance to determine what is actually happening with a claim
• Review claim history and identify the most recent meaningful activity
• Organize insurance A/R by payer for more efficient follow-up
• Use payer portals effectively when researching outstanding claims
• Recognize when a claim may be “stuck” in the payer’s system and a phone call may be necessary
• Properly document payer calls, reference numbers, claim statuses, actions taken, and next follow-up dates
• Recognize secondary insurance before incorrectly billing a patient
• Prevent unnecessary patient statements when a secondary claim still needs to be processed
• Prioritize outstanding claims and determine appropriate next steps
• Develop consistent follow-up habits that help protect practice revenue

Students will also work through real-world scenarios, A/R investigation activities, knowledge checks, and follow-up exercises designed to build the problem-solving skills used in actual medical billing.

A key lesson throughout Worksheet #8:

An A/R report is a starting point—not the entire story.

Review. Research. Follow up. Resolve.

Great For

Medical billing students, beginners entering the field, front-office staff learning insurance follow-up, independent billers, small-practice staff, and anyone wanting a better understanding of the revenue cycle beyond claim submission.

Digital PDF Download

This is a digital educational resource. No physical product will be shipped.

Peak Billing Academy | Peak Health Billing LLC

Practical Education. Real-World Billing.

Built on experience. Focused on people.