Imagine being able to look at a list of your open invoices and know instantly which ones need immediate attention.

The new Tickler File does just that – using color coding.

The New Color Coded Tickler File (click to enlarge)

Here is an image showing a list of open invoices using the Tickler File.

It’s color coded to show you which claims to work on first.

• White claims are more recent
• Blue – more urgent
• Orange – Very Urgent
• Red – Extremely urgent

Claims to insurance carriers that have not been submitted are marked in purple.

This way, you can see just how you (or your staff) are doing – at a glance.

Your Tickler File should have very little purple and red, maybe some orange, and mostly blue and white.

• The more red there is, the more behind you are in your receivables.
• The more white there is, the more current all your receivables are.

And the shorter your Tickler File is, the better you are doing – all the way around.

Finding Claims Never Submitted?

Ever go through your receivables only to find an invoice that was never submitted? If the submission deadline has passed, you might just have to write it off.

Not any more. Scroll through your Tickler File. If there are no purple lines, all claims have been submitted.

Keep Tabs on Your Billing

Not sure how your billing department is doing? Just open the Tickler File.

If you see a lot of red, tell the staff, “Let’s work on all these red claims this week. I want to look at this Tickler File again on Friday and see the red claims completely gone.”

Using the Tickler File is Easy

Make sure you are using the Tickler File to manage your receivables. And now, with color coding, it’s easier than ever.