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AR Triage: Move Dollars With Less Work (Queue Logic + Touch Cadence)

Most AR work is wasted. This playbook shows the queue logic and touch rules that move dollars without burning staff.

How to use this: pick one section, implement it this week, then track the KPI next week. That’s how improvements stick.
AR Touch Log (XLSX) RCM Pack (PDF) Get Free Snapshot
Note: Do not submit PHI through the website. Use de‑identified denial categories or high-level operational info.

Queue order (highest ROI first)

  • 0–30 days: fix rejections/missing info fast (highest ROI).
  • 31–60: payer follow-ups + corrected claims.
  • 61–90: denials/appeals and root-cause fixes.
  • 90+: escalation + write-off review.

Touch rules (no open loops)

Rule: Every touch must end with a documented outcome and a next follow-up date.
  • Use a short note format: payer + reference # + outcome + next date.
  • If blocked (missing note, portal access), escalate within 24–48 hours.

KPIs that tell the truth

  • AR 60+ trend
  • AR 90+ trend
  • Touches completed vs dollars moved
  • Top blockers (so you fix the system)

Implementation checklist (copy/paste)

  • Choose the KPI you want to move.
  • Implement one workflow change (SOP + checklist).
  • QA sample 10 items/day for 5 days.
  • Publish a 1‑page weekly report: KPI, blockers, next action.

Educational resource only — not legal/medical/billing advice.