What Is a Good Way to Track Payments Pending From Insurance Providers?
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?
- Create a claims table with provider, patient, amount, submission date and expected payment date.
- Define statuses: Submitted, Awaiting payment, Partially paid, Paid, Denied.
- Highlight overdue claims with conditional colors and filtered views.
- Record denials and appeals with attachments and reasons.
- 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 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.
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 and see how to take your company's operations to a new level of efficiency and control.