HMO statements and aging
Track outstanding HMO claims, aging buckets, and reconciliation reports.
Overview
HMOs frequently pay slowly. Tracking aging — how long claims have been outstanding — is essential for cash flow management. The HMO Statements page is your aging dashboard.
Prerequisites
- Owner, Admin, or Billing Staff role
hmo_modulefeature flag- At least one claim submitted
Steps
Open HMO reports. Top nav → HMO → Reports.
Pick "Aging" tab. Shows claims grouped by days outstanding.
Read aging buckets. 0-30, 31-60, 61-90, 90+. Each shows count and total amount.
Sort by provider. Aggregate aging per HMO — see which providers pay slowest.
Drill into 90+. Old claims most at risk; phone the provider; escalate; mark as bad debt if unrecoverable.
Generate provider statement. Statement → Provider dropdown → date range. PDF lists all claims, payments, outstanding amount.
Send statement to provider. Email generates and sends. Useful for monthly reconciliation.
Reconcile receipts. Daily HMO payments tab — match incoming bank deposits against expected per claim.
Expected outcome
- Aging visible at a glance
- Per-provider statements for reconciliation
- Bad debts identifiable
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Aging numbers don't match accountant | Different cut-off date | Verify date range |
| Provider says they paid | Unmatched payment | Find the bank deposit; manually match in Reconciliation |
| Statement format provider rejects | Custom format needed | API access to build custom format |
| 90+ bucket large | Multiple slow providers | Targeted call campaign; escalate |
| Reconcile fails | Bank export format | Use provider's expected CSV |