Aging Claims

Aging Claims are claims that have not been closed (neither paid nor denied) within the set aging claim threshold (x number of days after claim submission).

The aging claims threshold defaults to  45 days after submission, but the default can be changed in your Settings (more details below).

Read on for more information about this handy feature to ensure that "nothing falls through the cracks!"


View or Edit Aging Claim Default Threshold

To change the default from 45 days, click:

  • Click Settings (top right menu)
  • Then Billing & Ins (top right tab)
  • Find the section Claim Features
  • Find Aging Claim Threshold and click the configure it here link (far right)



Reviewing Aging Claims

To review the list of aging claims, go to:

  • Click Billing (top right menu)
  • Find the section Claim Actions (top left)
  • Find and click on the section to Review # aging claims


While reviewing aging claims, you can  filter the results based on the  Insurance Company, age of the claim, or by the client's name.

Select any of the filters in the buttons on top, or click the funnel button and filter by the options shown below:

  • Insurance
  • Client
  • Therapists
  • Date of Service
  • Submission Date
  • Minimum Claim Age (Days)


Checking off a claim will allow you to Resubmit the claim(s) selected.

Tip: To select all, click the top checkbox to the left of the Therapist column.

We do not recommend resubmitting aging claims without first investigating why insurance has not paid you within the aging claims threshold.

If you have any questions, please reach out to the insurance company directly to determine the cause of this issue.

If you need to change the status of a claim in the aging claims list, do the following:


Click View on the far right of the claim

Then click the button (top right)

From the dropdown menu, select a new claim status: