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# What Is a Good Way to Track Payments Pending From Insurance Providers?
- URL: https://blog.jestor.com/track-payments-pending-insurance-providers/
- Published: 2026-10-13T21:13:29.000Z
- Updated: 2026-10-13T21:13:29.000Z
- Author: Bruno Bannach

A good way to **track payments pending from insurance providers** is to register every billed claim with the provider, amount, submission date and expected payment date, and to follow each one through statuses until it is paid or disputed.

In **Jestor**, a **Kanban** of receivables shows which claims are overdue, while the **ERP** handles reconciliation and accounting.

## Why are insurance payments hard to follow?

Clinics bill many providers, each with its own deadlines and rules. Payments arrive in batches, partially or with denials.

Without a clear list of what is pending, the clinic loses track of claims that were never paid.

## What problems does claim tracking solve?

- Claims never paid and never followed up
- No view of how much each provider owes
- Denials discovered too late to appeal
- Cash flow surprises at the end of the month
- Manual spreadsheets that do not match reality

## How do I track insurance receivables in Jestor?

1. **Create a claims table** with provider, patient, amount, submission date and expected payment date.
2. **Define statuses**: Submitted, Awaiting payment, Partially paid, Paid, Denied.
3. **Highlight overdue claims** with conditional colors and filtered views.
4. **Record denials and appeals** with attachments and reasons.
5. **Send entries to the ERP** — with **Omie** or **Conta Azul**, the native integration creates the receivable, and the ERP handles reconciliation.

| Status           | What to do                |
| ---------------- | ------------------------- |
| Awaiting payment | Monitor the expected date |
| Overdue          | Contact the provider      |
| Partially paid   | Review the difference     |
| Denied           | Decide on an appeal       |

## How do Jestor and the ERP work together here?

Jestor organizes the operational follow-up: statuses, owners, deadlines and appeals.

The ERP executes bank reconciliation and accounting entries. Each system does its own part.

## Why use Jestor for insurance receivables?

- **Clear status per claim**: everyone sees what is pending and what is overdue.
- **Ready template**: the Delinquency Control solution in the [Jestor templates](https://www.jestor.com/pt/templates/?ref=blog.jestor.com) organizes receivables in a Kanban.
- **Provider dashboards**: totals owed by provider and by age.
- **Native ERP integration**: Omie and Conta Azul connect without intermediaries.

This is how you track payments pending from insurance providers without losing claims.

## Frequently Asked Questions

### Does Jestor reconcile bank payments?

No. Bank reconciliation is done in your ERP; Jestor manages the operational follow-up.

### Can I see the total owed by each provider?

Yes. Dashboards group pending amounts by provider; see more at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com).

### Can I store denial letters?

Yes. Attachments keep denial letters and appeal documents on each claim.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**.

Discover Jestor at [jestor.com](https://www.jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.