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Occupational therapy clinic

Northwick Junction Occupational Therapy · Occupational therapy clinic · Tacoma, WA

Uma Blackwood is the clinic manager at Northwick Junction Occupational Therapy, and she uses this to bill every therapy session, follow each claim to payment and chase whatever the insurers have not yet paid.

HealthcareBillingDrill-down4 tables · 5 views · 2 forms · 1 dimension set · 1 dashboard · 1 drill-down · 1 notification · 1 stage rule set · 1 agent
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Claim board

Sessions
To bill5
Hand therapy, visit 3: Konstantin Ashdown-OyelaranNJ-40138Konstantin Ashdown-Oyelaran
Hand therapy, visit 4: Konstantin Ashdown-OyelaranNJ-40139Konstantin Ashdown-Oyelaran
Treatment, visit 2: Augustin Delacroix-NjokuNJ-40143Augustin Delacroix-Njoku
Treatment, visit 3: Augustin Delacroix-NjokuNJ-40144Augustin Delacroix-Njoku
Treatment, visit 4: Augustin Delacroix-NjokuNJ-40145Augustin Delacroix-Njoku
Billed15
Hand therapy, visit 3: Hollis TengelsenNJ-40103Hollis Tengelsen
Hand therapy, visit 4: Hollis TengelsenNJ-40104Hollis Tengelsen
Hand therapy, visit 3: Cuthbert Ravenscroft-ImaiNJ-40111Cuthbert Ravenscroft-Imai
Home safety visit, visit 2: Arabella Thistlewood-NwosuNJ-40119Arabella Thistlewood-Nwosu
Hand therapy, visit 3: Percival Amadi-SorensenNJ-40122Percival Amadi-Sorensen
10 more
Partly paid2
Hand therapy, visit 2: Cuthbert Ravenscroft-ImaiNJ-40110Cuthbert Ravenscroft-Imai
Hand therapy, visit 2: Gwenllian Pryce-AbiodunNJ-40124Gwenllian Pryce-Abiodun
Paid21
Evaluation, visit 1: Hollis TengelsenNJ-40101Hollis Tengelsen
Hand therapy, visit 2: Hollis TengelsenNJ-40102Hollis Tengelsen
Treatment, visit 2: Philomena Strathdee-OkwuNJ-40106Philomena Strathdee-Okwu
Treatment, visit 3: Philomena Strathdee-OkwuNJ-40107Philomena Strathdee-Okwu
Treatment, visit 4: Philomena Strathdee-OkwuNJ-40108Philomena Strathdee-Okwu
16 more
Denied2
Evaluation, visit 1: Philomena Strathdee-OkwuNJ-40105Philomena Strathdee-Okwu
Sensory session, visit 3: Lysander VukovicNJ-40117Lysander Vukovic

Tables

Sessions

45 sample rows · 16 columns

Every therapy session the clinic has delivered, what it was billed at and where the claim stands.

SessionSession numberPatientTherapistBilled toServiceSeen on
Hand therapy, visit 3: Konstantin Ashdown-OyelaranNJ-40138Konstantin Ashdown-OyelaranLinnea Achebe-RaskTillerbrook Family BenefitsHand therapyOct 16, 2026
Hand therapy, visit 4: Konstantin Ashdown-OyelaranNJ-40139Konstantin Ashdown-OyelaranLinnea Achebe-RaskTillerbrook Family BenefitsHand therapyOct 16, 2026
Treatment, visit 3: Augustin Delacroix-NjokuNJ-40144Augustin Delacroix-NjokuOsric Montenegro-HuffSelf-payTreatmentOct 16, 2026
Treatment, visit 4: Augustin Delacroix-NjokuNJ-40145Augustin Delacroix-NjokuOsric Montenegro-HuffSelf-payTreatmentOct 16, 2026
Treatment, visit 2: Augustin Delacroix-NjokuNJ-40143Augustin Delacroix-NjokuOsric Montenegro-HuffSelf-payTreatmentOct 15, 2026
Hand therapy, visit 3: Leopold Eberhardt-TakahashiNJ-40128Leopold Eberhardt-TakahashiLinnea Achebe-RaskSelf-payHand therapyOct 13, 2026
Home safety visit, visit 2: Seraphina Moyo-KesslerNJ-40141Seraphina Moyo-KesslerOsric Montenegro-HuffHarrowgate Mutual HealthHome safety visitOct 12, 2026
Sensory session, visit 3: Henrietta Salcedo-LindgrenNJ-40135Henrietta Salcedo-LindgrenLucian Halvorsen-AdebayoHarrowgate Mutual HealthSensory sessionOct 9, 2026
Treatment, visit 4: Bertrand Quayle-MwangiNJ-40132Bertrand Quayle-MwangiOsric Montenegro-HuffBasin Senior AdvantageTreatmentOct 8, 2026
Hand therapy, visit 3: Gwenllian Pryce-AbiodunNJ-40125Gwenllian Pryce-AbiodunLinnea Achebe-RaskTillerbrook Family BenefitsHand therapyOct 7, 2026
Hand therapy, visit 2: Konstantin Ashdown-OyelaranNJ-40137Konstantin Ashdown-OyelaranLinnea Achebe-RaskTillerbrook Family BenefitsHand therapyOct 7, 2026
Evaluation, visit 1: Augustin Delacroix-NjokuNJ-40142Augustin Delacroix-NjokuLucian Halvorsen-AdebayoSelf-payEvaluationOct 6, 2026

33 more rows

Patients

14 sample rows · 9 columns

Everyone the clinic treats: who they are, who pays, and why they come.

PatientPatient numberFirst visitDate of birthMobileInsurance member numberUsual payer
Arabella Thistlewood-NwosuNJ-P106Sep 11, 2026Jan 27, 1944(206) 555-0115BS-3318860Basin Senior Advantage
Augustin Delacroix-NjokuNJ-P114Oct 6, 2026Dec 12, 1946(206) 555-0123Self-paySelf-pay
Bertrand Quayle-MwangiNJ-P110Sep 9, 2026Feb 18, 1951(206) 555-0119BS-6642019Basin Senior Advantage
Cuthbert Ravenscroft-ImaiNJ-P103Sep 7, 2026Dec 20, 1971(206) 555-0112HM-2209154Harrowgate Mutual Health
Gwenllian Pryce-AbiodunNJ-P108Sep 17, 2026Apr 16, 1966(206) 555-0117TB-1104587Tillerbrook Family Benefits
Henrietta Salcedo-LindgrenNJ-P111Sep 21, 2026Oct 22, 2016(206) 555-0120HM-3305921Harrowgate Mutual Health
Hollis TengelsenNJ-P101Aug 26, 2026Mar 11, 1984(206) 555-0110FR-4471902Fenwick Ridge Workers' Compensation Fund
Konstantin Ashdown-OyelaranNJ-P112Sep 28, 2026Jul 9, 1982(206) 555-0121TB-8870142Tillerbrook Family Benefits
Leopold Eberhardt-TakahashiNJ-P109Sep 23, 2026Nov 5, 1990(206) 555-0118Self-paySelf-pay
Lysander VukovicNJ-P105Sep 2, 2026May 14, 2018(206) 555-0114HM-7741263Harrowgate Mutual Health
Percival Amadi-SorensenNJ-P107Aug 31, 2026Aug 30, 1979(206) 555-0116FR-9023615Fenwick Ridge Workers' Compensation Fund
Philomena Strathdee-OkwuNJ-P102Aug 18, 2026Sep 2, 1948(206) 555-0111BS-8830417Basin Senior Advantage

2 more rows

Payers

5 sample rows · 7 columns

The insurers and funds the clinic bills, and what each still owes.

PayerKind of payerClaims lineUsual days to paySessions billed
Basin Senior AdvantageMedicare Advantage(206) 555-016218Evaluation, visit 1: Philomena Strathdee-Okwu, Treatment, visit 2: Philomena Strathdee-Okwu, Treatment, visit 3: Philomena Strathdee-Okwu, Treatment, visit 4: Philomena Strathdee-Okwu, Evaluation, visit 1: Arabella Thistlewood-Nwosu, Home safety visit, visit 2: Arabella Thistlewood-Nwosu, Evaluation, visit 1: Bertrand Quayle-Mwangi, Treatment, visit 2: Bertrand Quayle-Mwangi, Treatment, visit 3: Bertrand Quayle-Mwangi, Treatment, visit 4: Bertrand Quayle-Mwangi
Fenwick Ridge Workers' Compensation FundWorkers comp(206) 555-016325Evaluation, visit 1: Hollis Tengelsen, Hand therapy, visit 2: Hollis Tengelsen, Hand therapy, visit 3: Hollis Tengelsen, Hand therapy, visit 4: Hollis Tengelsen, Evaluation, visit 1: Percival Amadi-Sorensen, Hand therapy, visit 2: Percival Amadi-Sorensen, Hand therapy, visit 3: Percival Amadi-Sorensen
Harrowgate Mutual HealthCommercial(206) 555-016114Evaluation, visit 1: Cuthbert Ravenscroft-Imai, Hand therapy, visit 2: Cuthbert Ravenscroft-Imai, Hand therapy, visit 3: Cuthbert Ravenscroft-Imai, Evaluation, visit 1: Lysander Vukovic, Sensory session, visit 2: Lysander Vukovic, Sensory session, visit 3: Lysander Vukovic, Evaluation, visit 1: Henrietta Salcedo-Lindgren, Sensory session, visit 2: Henrietta Salcedo-Lindgren, Sensory session, visit 3: Henrietta Salcedo-Lindgren, Evaluation, visit 1: Seraphina Moyo-Kessler, Home safety visit, visit 2: Seraphina Moyo-Kessler
Self-paySelf-pay(206) 555-01657Evaluation, visit 1: Leopold Eberhardt-Takahashi, Hand therapy, visit 2: Leopold Eberhardt-Takahashi, Hand therapy, visit 3: Leopold Eberhardt-Takahashi, Evaluation, visit 1: Augustin Delacroix-Njoku, Treatment, visit 2: Augustin Delacroix-Njoku, Treatment, visit 3: Augustin Delacroix-Njoku, Treatment, visit 4: Augustin Delacroix-Njoku
Tillerbrook Family BenefitsCommercial(206) 555-016411Evaluation, visit 1: Zinnia Hartigan-Oduya, Sensory session, visit 2: Zinnia Hartigan-Oduya, Sensory session, visit 3: Zinnia Hartigan-Oduya, Evaluation, visit 1: Gwenllian Pryce-Abiodun, Hand therapy, visit 2: Gwenllian Pryce-Abiodun, Hand therapy, visit 3: Gwenllian Pryce-Abiodun, Evaluation, visit 1: Konstantin Ashdown-Oyelaran, Hand therapy, visit 2: Konstantin Ashdown-Oyelaran, Hand therapy, visit 3: Konstantin Ashdown-Oyelaran, Hand therapy, visit 4: Konstantin Ashdown-Oyelaran

Also included

  • Billing by payer and claim statusDrill-down
  • Claim boardStage rules
  • Claim deniedNotificationTells the billing specialist the moment a payer refuses a claim.

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