The numbers a manager reads first
The overview opens with the Monday answer, in one sentence: "This week: 5 claims worth $2,352 must be appealed or corrected by Oct 13, 2026. 3 claims worth $562 are past their deadline."
Below it: $163K received across 9 payments, $1.4K recovered on 4 claims that were denied or short paid and later paid at the contract rate, a denial rate of 10.0%, and $23.8K in the work queue across 102 claims.
Every figure is built from each claim’s latest result. A claim that was denied and then paid on appeal is not a denial any more, and a reversed payment is not money received. Most spreadsheets get both of those wrong.
This step signs in as Marcus, a practice manager: his menu opens on what a manager reads (Overview, Denials, Work queue, Payers), and Print on the overview gives a one page copy that states its date range and whose sites it covers.
A bar stays at the top of every screen so you can come straight back to this step.