Day 1 as a Billing Clerk

Outcome

By the end of your first day you have walked a claim from validated charges to submission, you have worked one denial from the worklist, and you have posted the lines from one ERA. Tomorrow's pace will pick up.

You are responsible for

• Building and submitting claims from validated charges.
• Working the denials worklist — reviewing CARC/RARC, deciding rebill / appeal / write-off.
• Posting incoming ERAs — auto-matched, reviewed, and exceptions.
• Filing appeals where indicated.
• Watching the timely-filing report so charges don't expire.

Your first day

1. Sign in and skim the Dashboard. The Billing dashboard view shows AR, days-in-AR, denial trend, auto-correction rate, and timely-filing alerts at a glance. Notice which numbers your team will care about.

2. Walk a claim end-to-end. Open /charges?status=VALIDATED, pick a member's day of charges, click Build claim. Open the resulting /claims/:id, read the validation tab, click Submit. See 2.1 — Build & submit a claim. Watch the 999 and 277CA arrive on the Submission tab over the next few minutes.

3. Open the denials worklist at /denials. Sort by age descending. Pick the top row.

   • Read the CARC + RARC.
   • Open the Auto-correction tab — has the engine already attempted? If yes, what was the outcome?
   • Decide: auto-correct, rebill, appeal, or write off.

   See 2.2 — Work the denials worklist and 2.3 — Auto-corrections.

4. Post an ERA. Open /receivables, pick a RECEIVED row, walk the six tabs (Auto-matched, Review, Unmatched, Exceptions, Adjustments, Trace). Confirm and post. See 2.4 — Post an ERA.

5. Bookmark the timely-filing alert. Open the Dashboard's Timely-filing alerts panel. Click the within 7 days bucket to see what is most urgent. See 2.6 — Run a timely-filing report.

Quick reference for the codes you will see

The receivables and denials pages show CARC / RARC codes constantly. Bookmark 8.3 — CARC / RARC quick-reference for the cheat-sheet.

Code	Likely action
CO-1 / CO-2 / CO-3	Patient liability — auto-routed to patient AR.
CO-4	Auto-correctable (modifier injection).
CO-16	Auto-correctable (missing info).
CO-22	Bill the right payer; a COB question.
CO-29	Timely filing — auto-correct or write off.
CO-45	Charge exceeds fee schedule — informational.
CO-50	Non-covered service — manual review.
CO-97	Bundled — auto-correct via re-coding.
CO-197	Auth missing — auto-correct attaches the auth and rebills.

Status reference

You will see claim, denial, and auth statuses constantly. The full lifecycle reference is at 8.2 — Status reference.

Common Day-1 mistakes (avoid them)

Mistake	Better way
Building a claim that mixes filing types	The button greys out — don't disable the check; split the selection.
Submitting before resolving validation issues	The platform refuses; the issues panel is right there.
Manually rebilling a CO-4 the engine could auto-fix	Trust the auto-correction; check /denials/:id Auto-correction tab first.
Writing off a denial inside the appeal window	Even when you intend to write off, log a Communication note explaining why no appeal — your tenant admin will use it.
Confirming auto-matched lines without spot-checking	The platform is conservative but not perfect; spot-check the totals.

Your daily rhythm

• Morning: dashboard scan → timely-filing alerts → top of denials worklist → top of issues queue.
• Through the day: post ERAs as they arrive (a notification fires on RECEIVED).
• End of day: build/submit any claims that hit VALIDATED today.

Where to next

• New denial to triage: 2.2 — Denials worklist.
• ERA to post: 2.4 — Post an ERA.
• Appeal to file: 2.5 — File an appeal.