Multi-state provider | 4-person billing team | Replaced spreadsheet-driven AR management with a connected revenue cycle workflow

Aging AR rarely becomes a problem overnight. It builds quietly across downloaded reports, manual follow-ups, disconnected team views, and claims that go too long without action.

At Bright Path Behavior, Jenna Lowe, Director of Billing Services, had built a billing process that worked, but it required significant effort to maintain. Her team managed AR through downloaded receivables reports, pivot tables, and manual claim tracking to understand what needed attention across their accounts. But the manual, disconnected workflow made it harder to see what needed attention in real time, leaving revenue at risk of delay or loss.  

AI-powered claims tools changed the equation.  

The Challenge

Bright Path’s billing team was only working from a snapshot of AR captured at the time a receivables report was downloaded, rather than a real-time view of what was happening across claims. When a claim was paid, the spreadsheet didn’t automatically reflect the change.

Our manual process involved downloading the receivables report and running a pivot table by client and claim ID. The issue, of course, is that when something gets paid, it does not update unless you go back in and look at it. It was a lot of manual work. 
- Jenna Lowe, Director of Billing Services 

Denials were not only time-consuming to manage; they were easy to miss. Without a system to automatically identify, categorize, and prioritize denied claims, the team had to manually navigate them. That created risks of delayed follow-up, missed recovery opportunities, and revenue sitting unresolved. 

Beyond managing individual claims, the team needed better visibility into patterns across their AR. Understanding whether denials were tied to specific payors, recurring issues, or workflow breakdowns required additional manual analysis. 

Jenna had built her own triage structure out of necessity, but without a system that could automatically highlight what needed attention, the team risked working the wrong things at the wrong time. Older aging categories could go untouched for weeks. And maintaining accountability across collections required a level of visibility that spreadsheets simply could not provide. 

A More Connected Workflow

Before implementing an AI-powered claims management solution, Bright Path's billers often had to piece together information from multiple systems before they could take action. A single call with an insurance company might require several browser tabs to review patient information, billing details, claim history, and previous follow-up efforts. 

Their new workflow brought these details together on a single platform, giving billers immediate access to up-to-date, accurate information they needed without switching between systems. With a complete view of each claim, the team spent less time searching for answers and more time resolving issues.  

Having everything all in one screen without having to bounce back and forth really increases efficiency and people’s confidence when they’re calling insurance, because everything’s all together. 
- Jenna Lowe, Director of Billing Services 

The Results

Today, Bright Path’s billing team follows a structured daily workflow built around clearly defined priorities. New denials are addressed first, claims requiring follow-up are worked based on due dates, and aging accounts are reviewed on a rotating schedule. Rather than spending valuable time determining what needs attention, the team can immediately focus on the claims that have the greatest impact on collections. 

The result is a more proactive approach to AR management and greater confidence that no part of the receivables process is being overlooked. 

Since implementing an integrated AI-powered RCM solution, Bright Path has achieved: 

  • Faster denial resolution 
  • More consistent management of aging AR 
  • Greater visibility into payor activity 
  • A simpler write-off process 
  • Improved efficiency 
  • Greater job satisfaction 
  • Cleaner reporting for leadership  

Our first priority each day is tackling today’s denials. We would not have normally gotten to that for probably 60 days at least before. Being able to see the whole history, all the research, everything we’ve done in one place means I feel good about it. I know we did everything we could. 
- Jenna Lowe, Director of Billing Services 

Looking Ahead

With a more connected and structured workflow in place, Bright Path is shifting its focus from managing day-to-day billing tasks to continuously improving performance. Jenna is now using comprehensive reporting and analytic capabilities to establish team benchmarks and measure productivity.   

Rather than relying on spreadsheets to understand what happened yesterday, the team has the visibility needed to proactively manage today's work while preparing for future growth. By moving beyond manual AR tracking, Bright Path has given its billing team the tools to work more efficiently, respond to claims sooner, and maintain greater visibility across the revenue cycle. 

Turn Denials Into Recovered Revenue

ABA and multidisciplinary practices are recovering lost revenue faster and reducing staff burnout with intelligent denial management built directly into CentralReach. With ClaimAcceleratorAI, organizations can classify and prioritize denials, automatically generate documentation-backed appeals, and protect cashflow, all while giving leaders full visibility into what's being overlooked and where attention is needed most.

Ready to ditch the spreadsheets?
See how ClaimAcceleratorAI makes it possible.

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