Workspace / Overview
Overview
Claims summary across all insurers.

Summary metrics

2026

Weekly / Monthly report

Weekly claims breakdown
Insurer
Year
2026
Aetna Better Health · January · 2026
Billed $0.00 · Paid $0.00

Billed claims

Week# billedAmount
Total for January 0 $0.00

Paid claims

Week# paidAmount
Total for January 0 $0.00

Quarterly report

Rolls up Details View entries
Insurer
Year
2026
Showing Aetna Better Health · 2026
Year total  $0.00

Claims totals

2026
Total number of claims submitted
0
Total amount of claims submitted (all insurers)
$0.00
Total number of claims paid
0
Total amount of claims paid (all insurers)
$0.00
Total number of pending claims (all insurers)
0
Total amount of pending claims (all insurers)
$0.00
Workspace / Year over Year
Year over Year
Compare claims performance across years, by insurer.

Year over Year growth

Total paid, compared between the two years you pick below
Compare against

Best & worst year

By total amount paid, among years with any activity

Insurer ranking shift

Ranked by total amount paid — this year vs. last year
This yearInsurerPaid this yearLast year rankChange

Billed vs. paid trend

Across all years tracked

Payment ratio trend

Paid claims ÷ billed claims, by count — is collection rate improving?

Pending claims trend

Is the backlog growing or shrinking?
Pending amount by year
Pending claim count by year

Insurer-by-insurer comparison

Billed, paid, and pending totals for every year, with year-over-year change in paid amount
Workspace / Details View
Details View
Enter weekly billed and paid claims by insurer.
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Insurer
Year
2026

Billed & received claims — January

Billed $0.00 · Received $0.00
Billed Claims

January

Aetna Better Health
Week# billedAmount
Total for January 0 $0.00
Received Claims

January

Aetna Better Health
Week# paidAmount
Total for January 0 $0.00

Pending & after-year payments

Tracked separately from monthly totals
Pending / Denied Claims
Unresolved

Year total

Payments received after current year

Sometimes a payment for an older claim arrives later — e.g. it's June 2027 but a payment for a 2026 claim comes in this month. Log it under the month it was received. Each amount adds to that insurer's total claims paid on Overview.
Total received this year $0.00

Bulk Import

Upload a claims CSV to auto-fill Details View — billed, paid, pending, and after-year payments.
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