---
title: Insurance and billing | Nextvisit
description: Real-time eligibility, claim scrubbing, denial triage, credentialing, and a workspace ledger. Six tabs, same workspace as the chart.
url: "http://localhost:3000/insurance-and-billing"
type: static
generatedAt: "2026-09-04T06:57:02.770Z"
---

Insurance and billing
# Real-time eligibility, claim scrubbing, denial triage. One workspace, six tabs.

Signed encounters with ICD-10 codes auto-create claims. Eligibility runs before booking. Denials carry the next action on the row.
       Total billed$248.6k+8.2%vs last 30 daysTotal collected$214.9k+11.4%vs last 30 daysOutstanding$33.7k-4.1%vs last 30 daysDenied$6.2k-2.7%vs last 30 daysStatus distribution412 claims, last 30 days
- Paid 62%
- Submitted 17%
- Pending 9%
- Partial 7%
- Denied 5%
Collection trend12 weeks, $k collected$67.0k+24% over the quarterPatientDate of serviceCPTPayerSubmittedStatusAmountS.R.S.R.Apr 2890834AetnaApr 28Paid$112.00M.C.M.C.Apr 2799214BCBSApr 27Accepted$148.00D.P.D.P.Apr 2790791UHCApr 27Submitted$218.00L.O.L.O.Apr 26J0177CignaApr 26Partially Paid$612.00E.N.E.N.Apr 2590837MedicareApr 25Pending$165.00J.K.J.K.Apr 2499213BCBSApr 24Denied$96.006 of 412 shownView detailResubmitAppealMark paidS.R.Patient S.R. Member W••••3287, group 0042-BHAAetnaAetna Choice POS II ActiveDeductible$612 met / $1,500Copay (specialist)$30 per visitCoinsurance after deductible20%Out-of-pocket remaining$2,388 of $4,000Mental health parityCovered, no separate capNetwork statusIn-networkCovered services checked
- `90834`45-min therapy
- `90791`Psych eval
- `J0177`Spravato
- `90837`60-min therapy
Aging buckets$k outstanding
- 0-30 days$22.4k
- 31-60 days$6.1k
- 61-90 days$3.6k
- 90+ days$1.6k
Collection rate by payerTop 5, 90 days
- Aetna96%
- BCBS94%
- UHC91%
- Cigna89%
- Medicare97%
Denial reasons rankedLast 30 days
- Auth required14
- Coding mismatch9
- Coverage lapse6
- Duplicate claim3
ProviderAetnaBCBSUHCCignaF. Rafiq, MDNPI 1659••3214 Active Active Active PendingA. Patel, PMHNPNPI 1437••8821 Active Active Pending ActiveJ. Howe, LCSWNPI 1903••0114 Active Pending Active Not enrolledEffective dates and credentialing contacts on each provider record.Workspace ledgerMonth over month, all patients and payersMonthRevenue billedCollectedOutstandingMoMFeb 2026$198.4k$174.1k$24.3k,Mar 2026$224.7k$198.6k$26.1k +14.1%Apr 2026$248.6k$214.9k$33.7k +8.2%Patient ledgers roll up here. Each entry links to its source claim and remit.
Live workspace uses your patient and payer data. Per-claim actions on every row: view detail, resubmit, appeal, mark as paid.

 1. Pending
 1.
 1. Submitted
 1.
 1. Accepted
 1.
 1. Paid

 1. Denied
 1.
 1. Appeal
 1.
 1. Resubmit
 1.
 1. Paid

Partially paid is its own status. Remaining balance tracks against the original line items, so the patient ledger and the claim agree.

Under Settings, Tools and AI, Insurance Coding has three workspace-wide controls. Default ICD-10 code sets cover the diagnoses the practice actually uses. The confidence threshold changes how many candidates appear: lower values surface more, higher values keep the list short. Specialty-specific rules add or restrict codes for groups that standardize documentation policy.
          S.R.Patient S.R.Member W••••3284, group 0042AAetna Behavioral HealthPPO Behavioral Health Active
1. CoverageActive
1. Deductible$750 of $2,500 met
1. Copay$30 per visit
1. Out-of-pocket max$4,200 remaining
1. Covered services90791, 90834, 99213, J0177
         Provider NPI 1659••3214 Pulled from Settings, Clinic.  Payer Aetna Behavioral Health Network and panel scope per row.  Enrollment status Active Active, pending, or not enrolled.  Effective date 2025-08-14 Drives claim eligibility windows.
Service Location Assigned is also an automation event. You can run a custom AriaMD prompt when a location lands on an encounter: billing checks, location-specific compliance, or routing into the right ledger view.
  [See built-in telehealth](/telehealth) [See automations and event triggers](/automations)               See it on a real claim
## Twenty minutes. We sign a sample encounter, watch the claim materialize, and walk eligibility against a real payer.

From signed note to paid claim, denial path included, in the same workspace clinicians already use.
  [Book a 15-min demo](https://nextvisit.cal.com/ryan/demo) [Talk to sales](mailto:sales@nextvisit.ai)     Live in 2 weeks or less   BAA signed by default