Run a timely-filing report

Outcome

You have a list of charges and claims that will fall outside the payer's timely-filing window in the next N days, by payer and by program, so they can be billed in time — and you have the alerting set up so you do not need to check the report by hand.

Prerequisites

Scope	What it lets you do
reports.read.financial	Open the dashboard and reports
billing.charge.write	Take action on flagged charges

Each program's timelyFilingDays is configured (see 5.1 — Payers, programs & contracts). A program with no value set defaults to the platform's conservative 90-day window.

Where to find it

Two places, depending on your role:

Surface	Use case
Dashboard panel — Timely-filing alerts	Daily glance for billing leadership.
Reports → Timely filing	Drill-down with filters and CSV export.

The dashboard panel

Lives on the Operations / Billing dashboard. Three rows:

Row	Meaning
Within 7 days	Charges + unsubmitted claims with DOS less than 7 days from the timely-filing deadline.
Within 14 days	Same with the 14-day cutoff.
Already past	Charges past the window without a late-filing appeal recorded.

Click any number to drill into the report filtered to that bucket.

The full report

/reports/timely-filing. Filters:

Filter	Default
Payer	All
Program	All
Bucket	All
Facility	Yours
Status	VALIDATED charges + CREATED / BUILT claims

Columns:

Column	Notes
Subject	Charge ID or Claim ID.
Member	Click to open /members/:id.
Date of service	The clock starts here.
Payer + program	The window is per-program.
Filing window (days)	The configured timelyFilingDays.
Days remaining	Negative for past-window.
Last action	Most recent state change.

Steps

1. Open Reports → Timely filing. The default sort is Days remaining ascending — most-urgent at the top.

2. For each row, take action:

   Status	Action
   VALIDATED charge	Build the claim (2.1).
   CREATED claim with validation issues	Resolve the issues; rebuild.
   BUILT claim with submission stuck	See 2.1 troubleshooting for stuck-claim diagnosis.
   Past-window charge with reasonable cause	Build with the late-filing appeal flag (see 2.5).
   Past-window charge with no recourse	Write off (Write off from the charge's detail).

3. Export CSV for daily handoff or external reconciliation. The export is audited (report.export row).

Setting up the alert

Daily email to the right people works better than checking by hand:

1. On the dashboard panel, click Schedule email. The dialog asks for:

   • Recipients — comma-separated emails (must be from your org's domain if your tenant has the domain restriction enabled).
   • Cadence — daily / weekly / weekday-mornings.
   • Filter — pre-baked into the email (e.g., "within 14 days, all payers").

2. Confirm. The platform queues the email job; the next morning the PDF arrives in the inbox.

3. Edit or pause any time from Reports → Scheduled emails.

Validation

Check	Expected
Days remaining decrements daily	Yes; the column is computed from server time.
Past-window write-off updates the receivable	Yes — the charge moves to VOIDED and is removed from the report.
Scheduled email fires on its cadence	Yes; you should receive the first run within 24 hours.
Each email run is audited	Yes — report.export row carries recipient list and digest.

Troubleshooting

Symptom	Cause	Fix
Charges absent from the report	Their member has no active coverage	Coverage gaps suppress timely-filing alerts; resolve the coverage.
Filing window column reads 90 (default)	Program has no timelyFilingDays set	Set the value on the program (5.1).
Negative-days bucket includes a charge already appealed	The late-filing appeal was not recorded against this specific charge	Record the appeal on each affected charge, or run the appeal in bulk (2.5).
Scheduled email did not arrive	Recipient domain rejected; or the email-schedule worker is paused	Check the recipient bounce; confirm Reports → Scheduled emails does not show the schedule paused.

Next

3.1 — Take group session attendance