Copilot patient brief
AI3 high-risk patients account for $74k of the $132k open balance. 8 patients have an actionable next step (appeal, call, or auth) Copilot can prep packets for.
High-risk patients
3 flagged3
AR>120d or denied
Target: ≤ 5167% to goal
Actionable today
ready8
Appeal / Call / Auth
Risk distribution
Patients in current filter
Open AR by practice
Patient balances · $k
Patient list (12)
Click a row for full patient detail, payer history, and AI next-best action
| Patient | Practice | Payer | Balance | AR days | Risk | Next action | |
|---|---|---|---|---|---|---|---|
Maria Hernandez MRN-48211 · DOB 1968-04-12 | Lakeshore | BCBS | $24,850 | 124d | High | Appeal denial CO-197 | |
James O'Connor MRN-48142 · DOB 1955-11-03 | Cedar Hills | Aetna | $18,420 | 47d | High | Re-submit with prior auth #A-9821 | |
Aisha Patel MRN-47985 · DOB 1982-07-29 | Harbor | UHC | $11,400 | 11d | Watch | Provider signature required on note | |
Daniel Kim MRN-47820 · DOB 1991-02-18 | Northgate | UHC | $6,480 | 4d | Watch | Re-file with corrected POS code | |
Rebecca Stone MRN-47645 · DOB 1973-09-08 | Riverside | Cigna | $7,820 | 38d | Watch | Send appeal packet | |
Linda Martinez MRN-47533 · DOB 1948-12-22 | Lakeshore | Aetna | $31,200 | 124d | High | Escalate to payer rep | |
Carlos Rivera MRN-47410 · DOB 1986-06-14 | Cedar Hills | Medicare | $9,120 | 8d | Watch | Appeal CO-50 | |
Sandra Lee MRN-47299 · DOB 1962-01-25 | Summit | Self-pay | $14,200 | 42d | Watch | Send statement #2 | |
Thomas Wright MRN-47188 · DOB 1979-08-11 | Northgate | BCBS | $4,280 | 3d | OK | Post payment to claim | |
Olivia Brooks MRN-47012 · DOB 1995-03-30 | Riverside | Cigna | $3,120 | 2d | OK | Enter charges from visit | |
Henry Tanaka MRN-46945 · DOB 1958-05-19 | Harbor | Medicare | $850 | 28d | OK | Call patient re: copay | |
Priya Shah MRN-46822 · DOB 1989-10-07 | Cedar Hills | Aetna | $0 | 5d | OK | Verify eligibility for next visit |