Step 1 — Read the A/R report by claims administrator
Open the A/R report (/reports/ar). The top row buckets your entire outstanding balance by age — 0-30, 31-60, 61-90, and 91+ days — so you see at a glance how much of your A/R is current versus stale. Below it, the A/R by Claims Administrator table ranks every payer by dollars outstanding, with their average days-to-pay and EDI grade alongside (e.g. Liberty Mutual $13,690.75 at 7.2 days, grade B; AIG Property Casualty $2,032.50 at 16.4 days, grade F). A high balance against a low grade is your follow-up target.
Step 2 — Track DSO against the California benchmark
The Days Sales Outstanding report (/reports/dso) shows your current DSO against the industry benchmark for California WC medical-legal (target 60-75 days). The headline tiles read current DSO (e.g. 65 days — 10 days ahead of the 75-day benchmark), total A/R across all open bills, and dollars aged 90+ days as a percentage of the total. The 7-month DSO trend line shows whether you're speeding up or slipping — a climbing line means payers are slow-walking you and it's time to lean on appeals and audit complaints.
Step 3 — Work the aging waterfall and the delinquent-payer table
Scroll the DSO report for the A/R aging waterfall (0-30 / 31-60 / 61-90 / 91-120 / 120+) and the Top Delinquent Payers table. That table ranks claims administrators by aged A/R and the oldest day count — e.g. ICW Group, 6 bills, $12,230, 121 days; State Compensation Insurance Fund, 8 bills, $9,180, 119 days. Each row carries a one-click File audit complaint action, because under 8 CCR §9792.5(a) a payer is required to issue an EOR within 60 days of receipt.
Step 4 — Escalate the 60-day breaches
Aging isn't just a metric — past 60 days it's a legal lever. Bills aged 60+ days without an EOR are eligible for a DWC Audit & Enforcement Unit complaint under Labor Code §4622, which carries the self-executing medical-legal penalty (10% penalty + 7% interest). From the delinquent-payer table, click File audit complaint to open the wizard pre-filled from the bill; on the MindCollect plan, Mindbill auto-files at day 61 so a non-responsive payer is escalated without you watching the calendar.
