One MCO check covers a dozen claimants. Generic AR posts per patient and falls apart. Med Claims Pro records the check once, allocates it across every bill it touches, and flags every gap between billed and paid — automatically.
Mark a week billed and each CMS form becomes its own tracked receivable — the unit payers actually pay against. A client with two overflow forms gets two rows, exactly like your Bill Tracker.
Pick the payer, enter the check number and amount, tick every bill it covers. Amounts pre-fill from balances; adjust any line the payer paid short. Applied totals reconcile to the check to the penny — overpayment is blocked.
Paid less than billed? The bill flips to Short Paid with the exact missing amount, the original form preserved, and a place in the follow-up queue. This is found money — see recovery.
Open → Waiting → Partially/Short Paid → Overdue → Resubmitted → Recovered → Closed. Real states for real follow-up, not "paid y/n."
0–30, 31–60, 61–90, over 90 — by payer and client, computed on open balances as of today. You always know who is sitting on your money and for how long.
The familiar Accounts Receivable workbook — same columns, same live formulas, check numbers and dates filled in — generated per week into your Billing Info folder.
All illustrative, fictional data. This is the Accounts Receivable workbook Med Claims Pro generates into your Billing Info folder — the exact columns your accountant already reads, with live balance and withholding formulas.
| MCO | Client / Claim | Billed | Total Due | Paid | Check # | Check Date | Balance | IRS Withhold | |
|---|---|---|---|---|---|---|---|---|---|
| 5 | Northgate MCO | Rivera, Marcus | 120.45 | 120.45 | 120.45 | 2087411 | 6/28/2026 | =E5-G5-M5 | =F5*0.37 |
| 6 | Northgate MCO | Rivera, Marcus · form B | 57.33 | 57.33 | 41.19 | 2087411 | 6/28/2026 | 16.14 | =F6*0.37 |
| 7 | Anchorpoint MCO | Bennett, Dana | 63.90 | 63.90 | — | — | — | 63.90 | =F7*0.37 |
Check #2087411 covered two of Rivera's forms; form B came up $16.14 short and is flagged. Bennett's bill is still waiting. Balance (billed − paid) and the 37% withholding are live formulas — reopen it in Excel and it recalculates.
Yes — that's the core design. One payer check allocates across any number of bills and claimants in a single screen, and every allocation is auditable afterward.
Overpaying a bill is blocked at entry with a clear message showing billed vs. applying amounts. Unapplied check remainders are surfaced, never silently lost.
Yes. Short-paid bills keep their original form and balance; a second check can be recorded against the same bill later (check #2 columns in the workbook), and resubmission status is tracked without losing the original claim.
Yes. The generated Bill Tracker workbook matches the classic AR spreadsheet layout with live formulas, so your existing review habits (and your accountant's) keep working.