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Billing Overview
April 2026 · All active clients
💰
$42,180
Revenue This Month
↑ 8% vs March
🏥
$38,640
Insurance Collected
92% collection rate
$3,540
Outstanding Balances
Across 9 clients
🚨
$1,280
Overdue (30+ days)
2 accounts flagged
📋
18
Active Clients
5 pending claims
⚠️ 2 accounts are 30+ days overdue. Marcus D. and Sofia R. — see Overdue Accounts section or click their rows below.
Revenue vs. Outstanding — April
Insurance Collected$38,640
Co-Pays Collected$3,540
Outstanding Balance$3,540
Overdue 30+ days$1,280
Insurance Mix — Active Clients
Aetna Blue Cross
6 clients
United Healthcare
4 clients
Cigna
3 clients
Oxford Health
3 clients
Self-Pay
2 clients
1
All Clients — Billing Status
Click any row to open full account detail
Client Insurance Auth Expiry Sessions/Mo Last Payment Balance Due Status
2
Insurance Claims Tracker
All submitted claims — April 2026
📋 1 claim denied — Marcus D. / Cigna claim #CLM-2026-0381 was denied (prior auth lapsed). Appeal window closes April 22nd.
Claim # Client Insurance Service Date Service Type Billed Paid Status
CLM-2026-0401 Liam T. Aetna Blue Cross Apr 8, 2026 In-Home ABA · 60 min $230.00 $200.00 ✓ Approved
CLM-2026-0399 Olivia P. United Healthcare Apr 7, 2026 Clinic ABA · 90 min $345.00 $310.50 ✓ Approved
CLM-2026-0397 Ethan M. Oxford Health Apr 5, 2026 Social Skills Group · 90 min $280.00 ⏳ Pending
CLM-2026-0395 Ava C. Cigna Apr 4, 2026 In-Home ABA · 60 min $230.00
CLM-2026-0393 Noah B. Aetna Blue Cross Apr 3, 2026 Assessment · 2 hr $520.00 ⏳ Pending
CLM-2026-0390 Zoe K. United Healthcare Apr 2, 2026 In-Home ABA · 90 min $345.00 ⏳ Pending
CLM-2026-0381 Marcus D. Cigna Mar 28, 2026 In-Home ABA · 60 min $230.00 ✕ Denied
CLM-2026-0375 Isabella R. Oxford Health Mar 25, 2026 Clinic ABA · 60 min $230.00 📎 Under Appeal
CLM-2026-0370 James W. Cigna Mar 22, 2026 Social Skills Group · 90 min $280.00 $252.00 ✓ Approved
3
Overdue Accounts
Balances 30+ days past due
🚨 2 accounts require immediate follow-up. Total overdue: $1,280.00. Consider sending balance reminders today.
MD
Marcus D.
Age 8 · In-Home ABA · Cigna — Auth Lapsed
$780
Days Overdue47 days
Last PaymentFeb 20, 2026 — $90.00
Insurance Status⚠️ Auth lapsed — claim denied
Contactmichelle.d@email.com · (516) 442-8831
SR
Sofia R.
Age 5 · Clinic ABA · Self-Pay
$500
Days Overdue32 days
Last PaymentMar 8, 2026 — $250.00
Insurance StatusSelf-Pay — payment plan available
Contactsofia.ramirez@email.com · (631) 774-2201
4
Monthly Revenue Summary
Last 6 months at a glance
Revenue Trend — Oct 2025 – Apr 2026
Oct
$28.4K
Nov
$31.2K
Dec
$29.8K
Jan
$35.1K
Feb
$37.6K
Mar
$39.1K
Apr ▲
$42.2K
April is on pace to be the highest revenue month since practice opened. +49% growth over 6 months.
5
Insurance Authorization Summary
Auth status for all active clients
Client Insurance Auth # Authorized Units Used Remaining Expires Status
Liam T.Aetna Blue CrossAUTH-44821960 hrs/yr312 hrs648 hrsDec 31, 2026✓ Active
Olivia P.United HealthcareAUTH-39142720 hrs/yr284 hrs436 hrsJun 30, 2026✓ Active
Marcus D.CignaAUTH-31007 ⚠480 hrs/yr210 hrsLapsedMar 31, 2026⚠ Lapsed
Ava C.CignaAUTH-44100600 hrs/yr198 hrs402 hrsSep 30, 2026✓ Active
Noah B.Aetna Blue CrossAUTH-45220480 hrs/yr44 hrs436 hrsJan 31, 2027✓ Active
Ethan M.Oxford HealthAUTH-38804600 hrs/yr351 hrs249 hrsMay 15, 2026⏳ Renew Soon
Zoe K.United HealthcareAUTH-41990720 hrs/yr175 hrs545 hrsNov 30, 2026✓ Active
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